Jeffrey KellyCRD Number: 3133389
Current Firm: Cambridge Investment Research Advisors, Inc.
Jeffrey Kelly (CRD# 3133389) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wyomissing, PA and has over 17 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Cambridge Investment Research Inc.||Fairfield, IA||Sep 2012 - Current||4|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Sep 2012 - Current||4|
|American Portfolios Financial Services, Inc.||Holbrook, NY||Jul 2004 - Sep 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 2005|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops