Joseph KelschCRD Number: 6092901
Current Firm: E. S. Barr & Company
Joseph Kelsch (CRD# 6092901) is an Investment Advisor Representative working at E. S. Barr & Company in Lexington, KY and has over 3 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|E.s. Barr & Company||Lexington, KY||May 2014 - Current||3|
|U.s. Bank||Lexington, KY||Jun 2013 - May 2014||< 1|
|Keystone Financial Group||Lexington, KY||May 2012 - May 2013||1|
|Dean Dorton Allen Ford||Lexington, KY||Aug 2010 - May 2012||1|
|Transylvania University||Lexington, KY||Aug 2009 - Jul 2010||< 1|
|K's Iga||Augusta, KY||Jun 2004 - Aug 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management953MILLIONS
Total Number of Accounts728ACCOUNTS
Average Account Value$1,308,931
- A percentage of assets under your management
- Performance-based fees
- 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
FL, GA, IL, KY, NC, OH, TN, TX