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Michael Kelley

30 Years of Experience
Jacksonville, FL
Broker

Michael Kelley is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 30 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
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Location

245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202

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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.

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Other Business Activities

Michael is a board member/officer/director at Timuquana Country Club, serving as Treasurer and dedicating a few hours per week. He also serves as a board member/officer/director at The Episcopal School of Jacksonville Foundation Board, dedicating minimal time to overseeing the Foundation's Endowment.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2020 - Present · 5 yrs 11 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
May 2013 - September 2016 · 3 yrs 4 mos
RBC Capital Markets, LLCBroker
May 2009 - April 2013 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
September 1997 - May 2009 · 11 yrs 8 mos
William R. Hough & CO.Broker
September 1995 - July 1997 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Kelley - Financial Advisor | TrueAdvisor