Jim VanderbeekChief Compliance Officer

    Jim Vanderbeek, ChFEBC

    Investment Advisor

    For more than 30 years Jim has helped hundreds of people develop a roadmap to implement ideas and strategies to reach their individual aspirations and goals.

    He has founded & owned businesses and has been a speaker at civic and public gatherings regarding financial services.

    As an Investment Advisor Representative of Keystone Wealth Advisors, LLC, a Registered Investment Advisor, Jim works in a fiduciary capacity to serve his clients best interest.  Prior to Keystone he was a registered representative with LPL Financial.  He also established a joint venture with a credit union offering their members insurance and investment services.  His education and association with Snow Federal Seminars, Inc. has resulted in earning their ChFEBC designation, a chartered Federal Employee Benefits Consultant.

    Shortly before graduating from Utah State University he married his wife Sharla. With 5 children and lots of grandchildren, Jim enjoys family time, traveling and outdoor activities. He has served as a city council member, been a leader in Lions Clubs International, served in Boy Scouts of America and been actively involved in youth sports programs.

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