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Jonathan K

Series 66

Boca Raton, FL

Arkadios Wealth Advisors

Jonathan Keller is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Sigma Financial Corporation for 17 years before joining Arkadios in 2020. Outside of his advisory role, he oversees finances and is an investor in Tropical Detail, a company providing detail services to auto dealerships. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a mix of advisor-managed accounts, third-party money managers, and an internal portfolio team to deliver customized investment plans and discretionary account management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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