Kelly Jones (CRD# 4921447) is an Investment Advisor Representative working at Kelly Jones Investment Services, Inc. in Larkspur, CA and has over 19 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- CA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$464,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
CA
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