Kelly Jones Investment Services, Inc.

Kelly Jones Investment Services, Inc. (CRD# 143801) is a financial advisory firm headquartered in , . They manage $9,340,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $467,000
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kelly Jones Investment Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
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 18 years of experience in the finance industry.

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