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James M
ChFC®, Series 63, Series 65
Huntington Beach, CA
Jim McKeever
James McKeever is the sole advisor at Jim McKeever, an independent firm based in Huntington Beach, CA. He holds the ChFC® designation, Series 63, and Series 65 licenses and has 28 years of industry experience, including prior work at OSAIC. He is also a licensed life, health, and property and casualty insurance agent. Jim McKeever provides comprehensive financial planning and investment advisory services to a limited number of individual and household clients. The firm operates a wrap-fee program focused on non-discretionary investment management, retirement accumulation, and tax-efficient distribution, while also offering retirement plan consulting to ERISA-covered plan sponsors and services to charitable organizations.
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