Joseph Kelly, financial advisor Middletown NJ

Joseph Kelly

CRD Number: 2875675
Current Firm: Joseph C. Kelly & Associates, Inc.

Joseph Kelly (CRD# 2875675) is an Investment Advisor Representative working at Joseph C. Kelly & Associates, Inc. in Middletown, NJ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Tfs Securities, Inc. Lincroft, NJ Nov 2001 - Current 22
Joseph C. Kelly & Associates, Inc. Middletown, NJ Jan 2000 - Current 24
Kelly & Company, Cpa Middletown, NJ Jan 1989 - Current 35
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1998
Contact Info for Joseph C. Kelly
Phone Number: 732-671-9119
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $147,857
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ

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