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Jack Robert Kelly

Hartford Funds

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About Jack Robert Kelly

Jack Kelly is an investment advisor representative with Hartford Funds. Jack has over 17 years of experience in the industry, starting in 2006. Jack's current registrations include holding Series 24, 31, 66, and SIE licenses. Jack has had previous roles at Delaware Distributors, L.P., Prudential Annuities Distributors, Inc, and Morgan Stanley DW Inc. Jack is registered in 52 states, including Pennsylvania. Jack's firm has an "Active" investment advisor registration and offers investment advice to states in connection with 529 plans and model recommendations.

Firm Information

Jack Kelly is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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percentage of assets

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

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other

Fees related to 529 plans and model recommendations.

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Jack Kelly’s Registration & Firm History

PA

09/11/2019 - Present

Hartford Funds (WAYNE PA)

PA

08/24/2015 - 09/05/2019

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

PA

05/15/2007 - 07/24/2015

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)

PA

09/06/2006 - 03/27/2007

MORGAN STANLEY DW INC. (WAYNE PA)

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Licenses & Designations

BOTH

Issued 09/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 09/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Robert Kelly.
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