Janet Benloss-Kelly, financial advisor Duluth GA
81 score

Janet Benloss-Kelly

CRD Number: 4461180
Current Firm: Primerica Advisors

Janet Benloss-Kelly (CRD# 4461180) is an Investment Advisor Representative working at Primerica Advisors in Duluth, GA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Duluth, GA Sep 2014 - Current 2
Equity Services, Inc. Montpelier, VT Oct 2013 - Jul 2014 < 1
National Financial Services Group Atlanta, GA Jun 2013 - Jul 2014 1
National Life Group Montpelier, VT Jun 2013 - Jul 2014 1
Colonial Life Insurance Co Atlanta, GA Jan 2011 - Feb 2014 3
Primerica Financial Services Smyrna, GA Aug 2011 - Nov 2011 < 1
Pfs Investments Inc. Smyrna, GA Aug 2011 - Nov 2011 < 1
At&t Atlanta, GA Apr 2011 - Apr 2011 < 1
Unemployed Atlanta, GA Oct 2010 - Apr 2011 < 1
Mccamich Systems Atlanta, GA Jun 2010 - Oct 2010 < 1
Unemployed Atlanta, GA Aug 2009 - Jun 2010 < 1
Edward Jones St. Louis, MO Jan 2008 - Aug 2009 1
Mutual Of America Tampa, FL Mar 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S66 NASAA Uniform Combined State Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Janet A. Benloss-Kelly
Phone Number: 800-544-5445
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
81

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