Jared Kelly, financial advisor Redondo Beach CA
89 score

Jared Kelly

CRD Number: 6063299
Current Firm: Gwn Securities Inc.

Jared Kelly (CRD# 6063299) is an Investment Advisor Representative working at Gwn Securities Inc. in Redondo Beach, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Sep 2014 - Current 2
Axa Advisors, LLC New York, NY Dec 2012 - Sep 2014 1
Jobspring Partners Los Angeles, CA May 2012 - Nov 2012 < 1
Lmu Los Angeles, CA Aug 2010 - Apr 2012 1
Steinberg Sports & Entertainment Irvine, CA Feb 2012 - Mar 2012 < 1
Baja Sharkeez Manhattan Beach, CA Apr 2011 - Aug 2011 < 1
Ace Relocation Services San Jose, CA May 2009 - Aug 2010 1
Lmu Los Angeles, CA Sep 2008 - Mar 2009 < 1
Nob Hills Foods Campbell, CA Dec 2006 - Aug 2008 1
Unemployed Campbell, CA Jan 2000 - Nov 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Jared M. Kelly
Phone Number: 561-472-2700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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