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Jason M Kelly

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbus, GA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-06-07
GA RA APPROVED 2015-08-19
  • TX RA
    APPROVED_RES
    Since 2017-06-07
  • GA RA
    APPROVED
    Since 2015-08-19

Branch Locations

7310 N Lake Dr, Columbus, GA 31909 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 05/2015 Present
Bank Of America, N.A. Columbus GA 12/2015 Present
Previous Registrations
  • 2012-07-31 → 2015-05-28
    Msi Financial Services, Inc.
    Columbus, GA
    Atlanta, GA
    Columbus, GA
    Columbus, GA
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-26
S63 Uniform Securities Agent State Law Examination 2004-11-29
  • S65 Uniform Investment Adviser Law Examination
    2012-06-26
  • S63 Uniform Securities Agent State Law Examination
    2004-11-29
Other Names
  • Jason Kelly

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, GA
WELLS FARGO CLEARING SERVICES, LLC · COLUMBUS, GA
EDWARD JONES · Columbus, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, GA
EAGLE STRATEGIES LLC · COLUMBUS, GA
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Columbus, GA
LPL FINANCIAL LLC · COLUMBUS, GA

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