Jonathan Kelley
Jonathan Kelley is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lakewood, CO, with 27 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
141 Union Blvd Ste 350, Lakewood, CO, 80228
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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
Jonathan sells fixed insurance (life, health, disability, and long-term care) with various companies, dedicating a few hours per week. He also works full-time as an advisory representative, partner, and CIO for Hinds Financial Group, providing financial planning and investment management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Hinds Financial Group INC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Hinds Financial Group
State Registrations34 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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