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
Kelly Jones Investment Services, Inc.
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts20ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kelly Jones Investment Services, Inc.
1
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.
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