Jane Kelley is a CFP-designated registered investment advisor at Jane C. Kelley, based in Aptos, CA, with 43 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Jane Kelley does not provide ongoing investment management advice for a fee. She does not charge a percentage of your assets for investment advice. However, as a registered representative of Osaic Wealth, she may recommend specific investment products, and if you purchase them, she will receive a commission separate from her hourly financial planning fees.
Location
Aptos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jane is the owner of a sole proprietorship providing financial planning consultation to individuals since 1992. This takes about 10-20% of her time, with a few hours per week dedicated to securities trading.
Employment History
Current Registrations
Jane C. Kelley
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.