Jack Kelly is a registered investment advisor at Hartford Funds, based in Wayne, PA, with 19 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
690 Lee Road, Wayne, PA, 19087
Get directionsHistory
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 →Employment History
Current Registrations
Hartford Funds
Hartford Funds Distributors, LLCBroker
Hartford Funds Distributors, LLC
Previous Registrations
Delaware Distributors, L.P.Broker
Delaware Capital Management Advisers, INC
Ast Investment Services, INC.
Prudential Annuities Distributors, INCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations52 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.