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Kelly Jo Bartko

Raymond James Financial Services Advisors, Inc

Dublin, OH

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-26
  • OH RA
    APPROVED
    Since 2023-05-26

Branch Locations

655 Metro Place S. Ste. 260, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Dublin OH 01/2005 Present
Raymond James Financial Services Advisors, Inc Dublin OH 05/2023 Present
Other Businesses

ROBINSON, PIAZZA, & JONES LLC; INVESTMENT RELATED; DUBLIN, OH; 4/4/2007- PRESENT; OWNER, SUPPORT COMPANY; 0 HRS/MONTH, 0 HRS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-18
S63 Uniform Securities Agent State Law Examination 2000-11-13
  • S65 Uniform Investment Adviser Law Examination
    2023-05-18
  • S63 Uniform Securities Agent State Law Examination
    2000-11-13
Other Names
  • Kelly Jo Jones
  • Kelly Jo Jones

View on SEC IAPD

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Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

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