Jane Kelley (CRD# 1070524) is an Investment Advisor Representative working at Jane C. Kelley in Aptos, CA and has over 31 years of experience in the finance industry. Jane Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5084885
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth | Aptos, CA | Jun 2023 - Current | < 1 |
| Jane Carol Kelley Ria Cdfpi | Aptos, CA | Oct 2020 - Current | 3 |
| Royal Alliance | Aptos, CA | Jan 1991 - Jun 2023 | 32 |
| Jane Carol Kelley Ria Cdbo | Aptos, CA | Jul 2013 - Oct 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Financial planning services
CA
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