Kelly Jones Investment Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 143801
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.52%
- Individuals25.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Kelly Jones Investment Services, Inc. is an independent, owner-operated registered investment adviser organized as a corporation that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds55%
- Other15%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
Contacts
1 of 1Kelly Jones
PresidentCRD 4921447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Webs Investments Inc.
RIAKL Zech Investments
RIACorgi Strategies, LLC
RIASan Francisco, CA
Kaysi Gordon Financial Planning
RIAButler & Co, Inc.
RIASouth Windsor, CT
Attivo Legacy Advisors, LLC
RIACorona, CA