Jared Kelly, financial advisor Los Angeles CA
90 score

Jared Kelly

CRD Number: 6063299
Current Firm: Gwn Securities Inc.

Jared Kelly (CRD# 6063299) is an Investment Advisor Representative working at Gwn Securities Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Sep 2014 - Current 3
Axa Advisors, LLC New York, NY Dec 2012 - Sep 2014 1
Jobspring Partners Los Angeles, CA May 2012 - Nov 2012 < 1
Lmu Los Angeles, CA Aug 2010 - Apr 2012 1
Steinberg Sports & Entertainment Irvine, CA Feb 2012 - Mar 2012 < 1
Baja Sharkeez Manhattan Beach, CA Apr 2011 - Aug 2011 < 1
Ace Relocation Services San Jose, CA May 2009 - Aug 2010 1
Lmu Los Angeles, CA Sep 2008 - Mar 2009 < 1
Nob Hills Foods Campbell, CA Dec 2006 - Aug 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Jared M. Kelly
Phone Number: 561-472-2700
Registered State(s):
  • CA
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)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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