J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
6yrs
Based in San Francisco, California, Keeson Davis is a fiduciary financial advisor with 6 years of industry experience. Keeson joined Merrill in 2020, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office555 California St, San Francisco, CA 94104
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2020 – nowMerrillCurrent firm
Contact Keeson
Local office(415) 955-3758Ask for Keeson. (800) 637-7455Main office · New York, NY 555 California StSan Francisco, CA 94104Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Keeson
Tailored to Keeson’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Keeson
How do I contact Keeson?
Call Keeson’s local office at (415) 955-3758 or the Merrill main office at (800) 637-7455, and ask for Keeson Davis.
How long has Keeson been a financial advisor?
Keeson has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Keeson hold?
Series 66. Tap any license on this page to see what it allows.
Is Keeson a fiduciary?
Keeson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keeson paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Keeson 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.
Other advisors nearby
Delta Investment Management
47yrs
Top advisor by experience at Delta Investment Management
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
Raymond James & Associates
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco