KJ
KJ

Kelly Jelenchick

34 Years of Experience
Chattanooga, TN
Broker

Kelly Jelenchick is a registered investment advisor at Raymond James & Associates, INC., based in Chattanooga, TN, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

537 Market Street, Ste. 105, 1st & 3rd Floors, Chattanooga, TN, 37402

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Uhler Vertich White Advisors
May 2019 - October 2024 · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
January 2019 - July 2024 · 5 yrs 6 mos
Wells Fargo Funds Distributor, LLCBroker
April 2005 - November 2018 · 13 yrs 7 mos
Strong Investments, INC.Broker
September 1991 - April 2005 · 13 yrs 7 mos
State Registrations9 states
ALFLGAKSMSNCSCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.