Janet Benloss-KellyCRD 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 16 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Jph Advisory Group, Inc.
|Primerica Financial Services||Duluth, GA||Sep 2014 - Current||3|
|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|
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
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.