Jeffrey Keiser Email & Phone Number
Chief Legal Officer @ Archford Capital Strategies
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Jeffrey Keiser Location
- Kansas City, MO, US
Jeffrey Keiser Work
- Chief Legal Officer @ (September 2023 - Present)
- Director of Family Office Services @ (May 2022 - Present)
- Wealth Strategist @ (February 2004 - May 2022)
- Wealth Planning Specialist @ (September 2001 - February 2004)
- Sr. Vice President and Trust Counsel @ Edward Jones Trust Company (December 1995 - September 2001)
- Vice President - Legal Department @ (October 1988 - December 1995)
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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