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Elizabeth Kelly

Coastedge Partners, LLC

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About Elizabeth Kelly

Elizabeth Kelly is an Investment Advisor Representative at Coastedge Partners, LLC. Elizabeth has been in the financial services industry for more than 20 years, specializing in portfolio management for individuals, businesses, and pooled investment vehicles. Elizabeth provides financial planning services and selects other advisors as needed. Her firm manages approximately $1 billion to $10 billion in assets for 1,070 clients, primarily high-net-worth individuals and families. Prior to joining Coastedge Partners, LLC, Elizabeth worked for J.P. Morgan Securities LLC.

Firm Information

Elizabeth Kelly is currently registered with Coastedge Partners, LLC. Coastedge Partners, LLC is a registered investment adviser based in La Jolla, CA with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They serve high-net-worth individuals, charitable organizations, corporations, pension plans, and pooled investment vehicles.
Coastedge Partners, LLC

888 PROSPECT ST.

LA JOLLA, CA 92037

$1.65B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Elizabeth Kelly’s Registration & Firm History

CA

07/11/2022 - Present

Coastedge Partners, LLC (LA JOLLA CA)

CA

07/20/2021 - 04/07/2022

J.P. MORGAN SECURITIES LLC (DEL MAR CA)

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Licenses & Designations

IA

Issued 07/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Kelly.
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