Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed Kelly is a registered investment advisor with Oppenheimer & Co. Inc. in New York. Jed has been in the industry since 2011 and holds Series 63, SIE, Series 87, and Series 7 licenses. Jed is registered with the state of Massachusetts and New York, and is an active member of the BrokerCheck system. Jed has previously worked at CANACCORD GENUITY INC. in New York. Jed's firm, Oppenheimer & Co. Inc. has approximately $1 billion to $10 billion in assets under management, with a focus on individual clients. Jed and the firm provide a range of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/17/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
10/22/2010 - 12/07/2011
CANACCORD GENUITY INC. (NEW YORK NY)
BC
Issued 01/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jed Kelly is the right advisor for you? Invested Better is here to help.
