Keith Castleberry
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Atmore, AL 36502-1724
Credentials
Series 63, Series 66
Industry experience
19 years
About
Keith Castleberry is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Castleberry has served as a past president of the Atmore Rotary Club and holds an inactive real estate broker license in Alabama. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Planning for children with special needs
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
100 N Trammell St
Atmore, AL 36502-1724
Most active in
Keith C has reported serving >5 clients in these states in the last 12 months.
Alabama · Texas
Work history
Edward Jones
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Alcira C
Series 63, Series 65, Series 66
Atmore, AL
Missionsquare Retirement
Alcira Christina is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. Her career includes roles at TD Ameritrade, Cetera Investment Services, Regions Bank, and Lincoln Investment. Between 2015 and 2023, she also served as a caregiver to her elderly parents. MissionSquare Retirement serves state and local government employers and employees by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.
Kelly D
Series 63, Series 65
Atmore, AL
Raymond James Financial
Kelly Daniels is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2019, Daniels spent 20 years at Edward Jones. Daniels also owns Daniels Financial LLC, a support company related to financial advising. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services that support client decision-making rather than delegated management.
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