Jason KelleyCRD Number: 4462203
Current Firm: Suntrust Advisory Services, Inc.
Jason Kelley (CRD# 4462203) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Greenville, SC and has over 12 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Current||1|
|Suntrust Investment Services, Inc.||Mauldin, SC||Apr 2006 - Current||11|
|Ncf Financial Services, Inc.||Durham, NC||Sep 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2005|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV