Jeffery Kelly
Jeffery Kelly is a registered investment advisor at Hightower Advisors, LLC, based in Lakewood, CO, with 34 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.
Location
1726 Cole Blvd. Ste. 121, Lakewood, CO, 80401
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2008Customer Dispute
January 2008Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Hightower Securities, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Dain Bosworth IncorporatedBroker
State Registrations2 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.
Exams
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