Jeffrey Kelly is a registered investment advisor, based in Wyomissing, PA, with 26 years of industry experience.
Location
906 Penn Ave 2nd Floor, Wyomissing, PA, 19610
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent for various companies since 2013, dedicating about 10-20% of his time to this. He is also an advisory representative of an RIA, spending about half his time on this, and the president of a dumpster rental franchise, spending a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Hackett Associates, INC.Broker
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
Vanguard Marketing CorporationBroker
State Registrations7 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.