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James D. Keller, AAMS

Jim Keller transitioned to OnPath Financial from another broker-dealer where he began his career in 2006. Prior to joining the financial services industry, Jim managed several regions for an education firm. Jim uses a comprehensive approach to help individuals and corporations meet their investment and planning needs. Jim earned a Bachelor of Arts degree from Carthage College, graduating Cum Laude in 1984. Jim holds the FINRA Series 7 and 66 securities licenses, held through LPL Financial, as well as state life, health, and long term care insurance licenses. In addition, Jim earned the Accredited Asset Management Specialist (AAMS) from the College for Financial Planning. Jim's volunteer work has included coaching, co-chairing campaigns for his church and school district, and supporting various local causes. Jim, his wife Julie, and their two children, Lauren and Daniel, have lived in St. Charles, IL since 1992.

 

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