Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Russell Kelley is a financial advisor with over 20 years of experience in the industry. Jason is registered to provide investment advice in multiple states including Arizona, Florida and New York. Currently, Jason is affiliated with Cambridge Investment Research Advisors, Inc. and has been with them since February 2014. Prior to this role, Jason was affiliated with ALLSTATE FINANCIAL SERVICES, LLC and AXA ADVISORS, LLC. Jason is a Series 66, Series 7 and SIE licensed professional.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
05/18/2021 - Present
Cambridge Investment Research Advisors, Inc. (Churchville NY)
NY
04/09/2010 - 02/11/2014
ALLSTATE FINANCIAL SERVICES, LLC (ROCHESTER NY)
NY
08/13/2003 - 11/11/2009
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 11/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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