Jeffrey Kelley
Jeffrey Kelley is a registered investment advisor at Stratos Wealth Partners, LTD, based in Sewickley, PA, with 38 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
1605 Carmody Court, Suite 301, Sewickley, PA, 15143
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey spends the vast majority of his time (nearly full-time) on investment-related activities through Stratos Wealth Partners, LTD and LPL Financial, LLC. He also dedicates minimal time to non-variable insurance sales.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
Previous Registrations
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.Broker
Advest, INC.Broker
Hefren-Tillotson, INC.Broker
Olde Economie Financial Consultants, LTD.Broker
Centennial Capital Management, INC.Broker
World Invest CorporationBroker
American Capital CorporationBroker
First American National Securities, INC.Broker
State Registrations3 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.