Kelly Jelenchick (CRD# 2167374) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 32 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhler Vertich White Advisors, LLC | Fort Myers, FL | Jun 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Fort Myers, FL | Dec 2018 - Current | 5 |
| Uhler Vertich White Advisors, LLC | Fort Myers, FL | Jun 2012 - Current | 11 |
| Scott White Advisors LLC | Fort Myers, FL | Dec 2018 - Jun 2023 | 4 |
| Uhler & Vertich Financial Planners, LLC | Fort Myers, FL | Dec 2018 - Jun 2023 | 4 |
| Wells Fargo Funds Distributor, LLC | Menomonee Falls, WI | Apr 2005 - Nov 2018 | 13 |
| Pier 1 | Fort Myers, FL | Aug 2016 - Oct 2016 | < 1 |
| Vera Bradley | Glendale, WI | Nov 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- FL
-
Total Assets Under Management466MILLIONS
-
Total Number of Accounts952ACCOUNTS
-
Average Account Value$489,496
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, LA, MI, NC, SC, TX
About Wealthminder
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 derived from SEC.gov data covering 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.
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.