Joseph Kelsch, financial advisor Lexington KY
88 score

Joseph Kelsch

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
E.s. Barr & Company Lexington, KY May 2014 - Current 2
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
Contact Info for Joseph R. Kelsch
Phone Number: 859-266-1300
Firm Website: http://www.esbarr.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    953
    MILLIONS
  • Total Number of Accounts
    728
    ACCOUNTS
  • Average Account Value
    $1,308,931
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, GA, IL, KY, NC, OH, TN, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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