Kelly Jones Investment Services, Inc.
Kelly Jones Investment Services, Inc. (CRD# 143801) is a financial advisory firm headquartered in , . They manage $7,667,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$348,500
- 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
Kelly Jones (CRD# 4921447) is an Investment Advisor Representative working at Kelly Jones Investment Services, Inc. in Larkspur, CA and has over 13 years of experience in the finance industry.