Capitol Securities Management
47yrs
Top advisor by experience in Tampa
23yrs
Keith Fleming
Financial advisor at J.P. Morgan Securities
Keith Fleming has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Tampa, Florida. Keith joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 14% by experience at J.P. Morgan Securities
Office100 N Tampa St Floor 33, Tampa, FL 33602
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Keith
Tailored to Keith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call J.P. Morgan Securities at 800-999-2000 and ask for Keith Fleming. Keith works from the Tampa, FL office.
How long has Keith been a financial advisor?
Keith has been in the industry since 2004, about 23 years. Top 14% by experience at J.P. Morgan Securities.
What licenses does Keith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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