About Jack
Registered Investment Adviser, Jack Keeter has been helping and consulting retirees for over 19 years as President of Jack Keeter & Associates • Estate & Retirement Planning. His experience and drive to help clients is what has brought success to his company. Jack has a compassionate and relatable demeanor that results in protecting the life savings of those he is helping, as well as establishing a legacy of significance for them and for the next generations.
Along with being inducted into the “Society of Senior Market Professionals Hall of Fame” in 2003, Jack’s achievements include a cover story in “Senior Market Advisor” Magazine and being hosted and interviewed for CNN Radio Show. Although these are great achievements, Jack’s greatest accomplishment in his life is the love and affection of his wife Colleen and their four children: Darla, Zac, Grace and Ellie.
Education
High School/GED
Bachelors
Licenses
Series 63
Series 65
Series 7
Series 24
Other Credentials
CSA
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
2
Member Since
2005
Other Credentials
1
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.