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Jeffrey Keiser Location
Kansas City, MO, US
Jeffrey Keiser Work
2023 -now Chief Legal Officer @
2022 -now Director of Family Office Services @
2004 -2022 Wealth Strategist @
2001 -2004 Wealth Planning Specialist @
1995 -2001 Sr. Vice President and Trust Counsel @ Edward Jones Trust Company
1988 -1995 Vice President - Legal Department @
Jeffrey Keiser Education
College for Financial Planning
CFP (Certified Financial Planning)
1990-1991
University of Missouri-Kansas City School of Law
JD (Law)
1982-1985
University of Missouri-Kansas City
BA (Administration of Justice)
1978-1982
Jeffrey Keiser Skills
Estate Planning
Trusts
Estate Tax Planning
Wealth Management
Wealth Management Services
Retirement Planning
Investments
High Net Worth Individuals
Strategic Financial Planning
Alternative Investments
Investment Advisory
Asset Protection
Securities
Asset Allocation
Series 7
Wills
Asset Managment
Investment Management
Trust Services
Private Banking
Investment Strategies
Private Equity
Long-term Care
Financial Planners
Insurance
Tax
Life Insurance
Succession Planning
Equities
Financial Advisory
Mutual Funds
Estate Law
Wealth
Personal Financial Planning
401k
Financial Services
Planned Giving
Fixed Annuities
Charities
Inheritance Tax Planning
Fixed Income
Trust Management
Asset Management
Financial Planning
Long Term Care
Jeffrey Keiser Summary
Jeffrey Keiser, based in Kansas City, MO, US, is currently a Chief Legal Officer at Archford Capital Strategies. Jeffrey Keiser brings experience from previous roles at Archford Capital Strategies, Bank of America Private Bank, Merrill Lynch and Edward Jones Trust Company. Jeffrey Keiser holds a 1990 - 1991 CFP in Certified Financial Planning @ College for Financial Planning. With a robust skill set that includes Estate Planning, Trusts, Estate Tax Planning, Wealth Management, Wealth Management Services and more. Jeffrey Keiser has 3 emails and 1 mobile phone numbers on RocketReach.
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