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Kelly Joseph Bowling

Blackridge Asset Management, LLC

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About Kelly Joseph Bowling

Kelly Bowling is a financial advisor who has been in the industry since 1994. Kelly is currently registered with Blackridge Asset Management, LLC in Georgia. Kelly has experience in providing financial planning and portfolio management services to individuals and businesses. Kelly's previous experience includes working for The O.N. Equity Sales Company and Investors Capital Corp. Kelly is also a licensed life, health and fixed annuity agent.

Firm Information

Kelly Bowling is currently registered with Blackridge Asset Management, LLC. Blackridge Asset Management, LLC is an investment advisor registered with the SEC and based in JUPITER, FL. They manage assets for high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth clients. They offer financial planning, educational seminars, and selection of other advisors, and their services include portfolio management for individuals. They report managing over $186.5 million in regulatory assets under management.
Blackridge Asset Management, LLC

1070 E. INDIANTOWN ROAD

JUPITER, FL 33477

$186.56M

Assets Under Management

70

Total Clients

64

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Kelly Bowling’s Registration & Firm History

GA

03/08/2021 - Present

Blackridge Asset Management, LLC (Atlanta GA)

GA

10/20/2006 - 03/11/2021

THE O.N. EQUITY SALES COMPANY (ATLANTA GA)

MA

06/05/2001 - 10/27/2006

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

NE

07/25/1994 - 04/18/2001

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 02/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/22/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Joseph Bowling.
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