Jason Kelley
Jason Kelley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Churchville, NY, with 22 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Churchville, NY
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2009Other Business ActivitiesSells Insurance
Jason is an independent insurance agent for various independent insurance companies through Valiant Capital Management. He also works as an advisory representative of a Registered Investment Advisor (RIA) at CIRA, spending about half his time on this role, with about a quarter of his time dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations3 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.