Kelley Witters, financial advisor Grants Pass OR

Kelley Witters

CRD Number: 7086133
Current Firm: Edward Jones

Kelley Witters (CRD# 7086133) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 5 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2019 - Current 5
Unemployed Medford, OR Sep 2016 - Mar 2019 2
Home To Home Senior Placement Specialists, LLC Medford, OR Jul 2012 - Aug 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Kelley A. Witters
Phone Number: 314-515-2000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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