Kelly Jones Investment Services, Inc.

Kelly Jones Investment Services, Inc. (CRD# 143801) is a financial advisory firm headquartered in , . They manage $8,750,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Kelly Jones Investment Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
Kelly M. Jones
CRD#: 4921447
Larkspur, CA

Kelly Jones (CRD# 4921447) is an Investment Advisor Representative working at Kelly Jones Investment Services, Inc. in Larkspur, CA and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.