Kelly Jo Crockett

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → 10/2016
  Suntrust Bank
  Peachtree City, GA
• 10/2016 → 04/2021
  Suntrust Bank
  Peachtree City, GA
• 10/2016 → 04/2021
  Suntruest Investment Services, Inc
  Atlanta, GA
• 10/2016 → 04/2021
  Suntrust Advisory Services, Llc
  Atlanta, GA
• 04/2021 → 12/2021
  Wells Fargo Bank, Na
  Peachtree City, GA
• 04/2021 → 12/2021
  Wells Fargo Clearing Services, Llc
  Peachtree City, GA
• 01/2022 → 12/2022
  Commonwealth Financial Network
  Waltham, MA
• 01/2022 → 12/2022
  Dunlap & Associates Wealth Management
  Peachtree City, GA
• 01/2023 → 03/2025
  Truist Investment Services, Inc
  Peachtree City, GA
• 01/2023 → 03/2025
  Truist Advisory Services, Inc
  Peachtree City, GA
• 03/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2023-01-24 → 2025-03-10
  Truist Advisory Services, Inc.
  Peachtree City, GA
• 2022-01-27 → 2022-12-19
  Commonwealth Financial Network
  Peachtree City, GA
• 2021-08-27 → 2021-12-08
  Wells Fargo Clearing Services, Llc
  Peachtree City, GA
  Atlanta, GA

Other Businesses

1. SENTINEL WEALTH ADVISORS LLC, 103 Westpark Drive Ste B, Peachtree City GA 30269, United States, 03/07/2025, Managing Partner, Owner/Partner of a Business Entity, INV REL, 160 HR/MO - 130 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/2025

Exams

• S66 Uniform Combined State Law Examination
  2021-08-26
• S63 Uniform Securities Agent State Law Examination
  2017-01-05

Other Names

• Kelly Crockett
• Kelly Dye Crockett
• Kelly Jo Dye
• Kelly Jo Crockett