KEYSTONE NATIONAL GROUP, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 142885). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Allen David David | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER (+1 more) | Vancouver, A1 |
| Matthew Taylor Jackson | MANAGING PARTNER; MEMBER & MANAGING PARTNER | SALT LAKE CITY, UT |
| Brandon Reed Nielson | MANAGING PARTNER & CO-FOUNDER; MEMBER, MANAGING PARTNER & CO-FOUNDER | — |
| John Troy Beatty | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| John Wilson Earl | MANAGING PARTNER & CO-FOUNDER | — |
| Bradley David Allen | CHIEF FINANCIAL OFFICER; DIRECT OWNER; MANAGING PARTNER & CHIEF FINANCIAL OFFICER | — |
| NIELSON BRANDON REED | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & CO-FOUNDER; MANAGING PARTNER & CO-FOUNDER | — |
| SMITH BARRY M | CHAIRMAN; OWNER | — |
| EARL JOHN WILSON | CEO, MANAGING MEMBER; MANAGING PARTNER & CO-FOUNDER | — |
| WIDMANN ROGER MAURICE | CHAIRMAN | — |
| WALBOM LYNETTE BASHAWN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| BEATTY JOHN TROY | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| JACKSON MATTHEW TAYLOR | MANAGING PARTNER | — |
| WINSTON WALTMAN STERLING | CHIEF COMPLIANCE OFFICER | — |
| WALTMAN WINSTON STERLING | CHIEF COMPLIANCE OFFICER | — |
| Taressa Earl | TRUSTEE | — |