Jason Kelley is a registered investment advisor, based in Greenville, SC, with 22 years of industry experience.
Location
2 W Washington St, Fl 8, Greenville, SC, 29601
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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
Truist Investment Services, INC.
September 2023 - Present · 2 yrs 10 mos
Truist Advisory Services, INC.
September 2023 - Present · 2 yrs 10 mos
Truist Investment Services, INC.Broker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2022 - August 2023 · 1 yr
Wells Fargo Clearing Services, LLCBroker
August 2022 - August 2023 · 1 yr
Truist Advisory Services, INC.
February 2019 - August 2022 · 3 yrs 6 mos
Truist Investment Services, INC.Broker
February 2019 - August 2022 · 3 yrs 6 mos
UBS Financial Services INC.
April 2018 - September 2018 · 5 mos
UBS Financial Services INC.Broker
April 2018 - September 2018 · 5 mos
Suntrust Advisory Services, INC.
September 2016 - March 2018 · 1 yr 6 mos
Suntrust Investment Services, INC.
July 2007 - December 2016 · 9 yrs 5 mos
Suntrust Investment Services, INC.Broker
January 2005 - March 2018 · 13 yrs 2 mos
Ncf Financial Services, INC.Broker
May 2003 - January 2005 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.