KELLY JONES INVESTMENT SERVICES, INC.

KELLY JONES INVESTMENT SERVICES, INC. is an SEC-registered investment adviser (CRD 143801). Regulatory assets under management: $10.0M.

Registration

• CRD: 143801
• Type: Registered investment adviser
• Phone: 4158455740
• Latest filing: 2026-03-27
• Regulatory AUM: $10.0M
• Discretionary AUM: $10.0M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 143801 on SEC IAPD (source of record)
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