Jeremy Kelley (CRD# 5549094) is an Investment Advisor Representative working at Creative Financial Solutions, LLC in Washington Court House, OH and has over 13 years of experience in the finance industry. Jeremy Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6673546
Janney Montgomery Scott LLC
CRD# 4279047
Columbus Street Financial Planning, LLC
CRD# 6568704
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Nov 2018 - Current | 5 |
| Cambridge Investment Research Inc. | Fairfield, IA | Nov 2018 - Current | 5 |
| The Huntington Investment Company | Columbus, OH | Jan 2013 - Nov 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- OH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
KY, OH, WV
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