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Jodi Marie Davis

THE Kelly Group

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About Jodi Marie Davis

Jodi Marie Davis is an investment advisor representative at The Kelly Group. Jodi has been in the financial services industry since March 2009 and has a Series 6, 7, 63 and 65 licenses. Jodi is registered to provide investment advice in Delaware, Maryland, North Carolina, Pennsylvania, Texas, and Virginia. Jodi provides financial planning services, pension consulting, and portfolio management for individuals. Jodi is also a teacher of financial education classes at Harford Community College and APG Federal Credit Union.

Firm Information

Jodi Davis is currently registered with THE Kelly Group. THE Kelly Group is an investment advisor registered with the SEC. Headquartered in BEL AIR, MD, they manage approximately $810.9 million in client assets. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. Their client base includes high net worth individuals, corporations, and pension plans.
THE Kelly Group

48 EAST GORDON STREET

BEL AIR, MD 21014

$810.92M

Assets Under Management

4

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Jodi Davis’s Registration & Firm History

MD

11/05/2020 - Present

THE Kelly Group (BEL AIR MD)

MD

03/30/2009 - 11/04/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (BEL AIR MD)

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Licenses & Designations

BC

Issued 12/22/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/30/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2017

Series 7 - General Securities Representative Examination

BC

Issued 03/28/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jodi Marie Davis.
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