Unclaimed
Grant Kelley is a registered representative with Edward Jones, and has been in the industry since January 2022. Grant Kelley is licensed in Michigan and Texas, and has a Series 66 license. Grant Kelley is also a lifeguard at the Tall Oaks Camp in Baldwin, Michigan. Grant Kelley’s areas of specialization include Retirement Planning, Estate Planning, College Savings, Insurance and Financial Planning. Edward Jones provides a wide range of financial products and services to individuals and businesses. If you are looking for an advisor to help you with your financial goals, Grant Kelley may be a good option for you.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
01/09/2025 - Present
Edward Jones (COLDWATER MI)
Active
Inactive
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