Tracy KelleyCRD Number: 5295771
Current Firm: Edward Jones
Tracy Kelley (CRD# 5295771) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 10 years of experience in the finance industry.
Infinex Investments, Inc.
Guidestream Financial, Inc.
|Edward Jones||St Louis, MO||Feb 2007 - Current||10|
|Diehl Gmac||Coldwater, MI||Aug 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV