Christopher Kelly (CRD# 2306054) is an Investment Advisor Representative working at Sowell Management in Jupiter, FL and has over 29 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sowell Management | Jupiter, FL | Jun 2023 - Current | < 1 |
| Barclay Breland Family Office | Jupiter, FL | Jan 2016 - Current | 8 |
| Barclay Breland Family Office | Jupiter, FL | Oct 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management3,329MILLIONS
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Total Number of Accounts13,257ACCOUNTS
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Average Account Value$251,143
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