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Ashley Kelly

7 Years of Experience
Naples, FL
Broker

Ashley Kelly is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8625 Tam, 8625 Tamiami Trail N. 4th Floor, Naples, FL, 34108

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History

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.

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Other Business Activities

Ashley co-owns JKCALLS via Etsy with their spouse, creating and selling turkey hunting calls since 2020. This activity is not investment-related and takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - May 2023 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2018 - May 2023 · 4 yrs 11 mos
State Registrations36 states
ARAZCACOCTDCFLGAIAILINMAMDMEMIMNMOMSNCNHNJNMNYOHOKORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.