RJ

Richard Keeler Jones

42 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
1,384 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$5,000 - $50,000
Hourly Rate:Up to $300/hr

Drive Wealth Advisers charges fees based on a percentage of assets under management, hourly rates, or fixed fees. The annual advisory fee can be up to 2.00% of assets under management, and there may be separate investment manager fees. Financial planning services are offered for a maximum hourly fee of $300 or a fixed fee ranging from $5,000 to $50,000. General consulting fees are a maximum of $200 per hour or fixed fees ranging from $5,000 to $50,000. Pension consulting services are based on fixed fees (up to $100,000/year) or a percentage of assets under management. Family office services are charged a fixed fee based on the total value of investable assets.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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Advisor Information

Office location

3333 N Digital Drive, #700, Lehi, UT, 84043

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2006
Denied
Other Business ActivitiesSells Insurance

Richard is an independent insurance agent, providing insurance recommendations for clients since 1987, dedicating a few hours per week to investment-related activities. He is also a shareholder in Chimedes Insights & Analytics and an indirect stockholder in Archimedes Enterprise Solutions, both LLCs, with minimal time commitment.

Employment History
Current Registrations
Drive Wealth Advisers
February 2025 - Present · 11 mos
Previous Registrations
Osaic Wealth, INC. Broker
September 2023 - January 2025 · 1 yr 4 mos
Sagepoint Financial, INC.Broker
October 2005 - September 2023 · 17 yrs 11 mos
Keeler Thomas Management LLC
February 2005 - May 2025 · 20 yrs 3 mos
Sunamerica Securities, INC.Broker
August 1993 - October 2005 · 12 yrs 2 mos
Richards InvestmentsBroker
February 1987 - December 1992 · 5 yrs 10 mos
Mountain Financial, INC.Broker
November 1985 - December 1986 · 1 yr 1 mo
Coordinated Equities, INC.Broker
April 1982 - November 1985 · 3 yrs 7 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.