# KELVIN JEFFREY

KELVIN JEFFREY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [ROOTED WEALTH ADVISORS](https://search.stillhousedata.com/firm/313759) | CHIEF COMPLIANCE OFFICER | BOURBONNAIS, IL |
| — | Form ADV | [BALIS ENTERPRISES LLC](https://search.stillhousedata.com/firm/315130) | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | [SHILANSKI & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/116431) | CHIEF COMPLIANCE OFFICER | ANCHORAGE, AK |
| — | Form ADV | [FINANCIAL MANAGEMENT CONCEPTS](https://search.stillhousedata.com/firm/118793) | CHIEF COMPLIANCE OFFICER | WINTER SPRINGS, FL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.