A.G.p / Alliance Global Partners
47yrs
Top advisor by experience in Holmdel
9yrs
Keith Owitz is a fiduciary financial advisor in Holmdel, New Jersey, with 9 years in the industry. Keith joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 135 advisors with offices in Holmdel, and one of 121 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office101 Crawfords Corner Rd Suite 1326, Holmdel, NJ 07733
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Contact Keith
Local office(732) 444-1279Ask for Keith. (314) 515-2000Main office · St. Louis, MO 101 Crawfords Corner Rd Suite 1326Holmdel, NJ 07733Office · Get directions
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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 Keith’s local office at (732) 444-1279 or the Edward Jones main office at (314) 515-2000, and ask for Keith Owitz.
How long has Keith been a financial advisor?
Keith has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Keith hold?
Series 66. 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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, 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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