Kelly Jandreau is a registered investment advisor, based in Folsom, CA, with 26 years of industry experience.
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
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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
Allworth Financial, L.P.
November 2024 - Present · 1 yr 6 mos
Aw SecuritiesBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - November 2024 · 5 mos
Arbor Point Advisors
January 2024 - November 2024 · 10 mos
Securities America, INC.Broker
November 2020 - June 2024 · 3 yrs 7 mos
Kms Financial Services, INC.Broker
May 1999 - November 2020 · 21 yrs 6 mos
State Registrations3 states
NCORWA
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.