Michele Elizabeth Kelley

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2019 → Present
  Raymond James & Associates, Inc.
  Palm Desert, CA
• 11/2017 → 11/2018
  Catalyst Real Estate Group
  San Jose, CA
• 01/1997 → 09/2019
  Wells Fargo Advisors
  San Jose, CA

Other Businesses

I assist my mom with her property management when she is not in town. I spend 0 hours a month on this usually. If she does need me I spend zero hours during trading hours. I assist in maintenance calls if needed or collecting rent. I do not get paid for this outside business.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-26

Other Names

• Michele Kelley
• Michele Elizabeth Kelley
• Michele Elizabeth Kelley-Ingram