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Joseph Martin Kelly

Edward Jones

Coeur D'ALene, ID

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-14
ID RA APPROVED 2017-10-06
  • TX RA
    APPROVED
    Since 2020-05-14
  • ID RA
    APPROVED
    Since 2017-10-06

Branch Locations

101 Ironwood Dr Suite 160, Coeur D'ALene, ID 83814 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Services St Cloud MN 07/2013 10/2017
Columbia State Bank Coeur D'ALene ID 07/2013 09/2017
Cetera Investment Advisers Llc Coeur D'ALene ID 05/2016 10/2017
Edward Jones St. Louis MO 10/2017 Present
  • 07/2013 → 10/2017
    Cetera Investment Services
    St Cloud, MN
  • 07/2013 → 09/2017
    Columbia State Bank
    Coeur D'ALene, ID
  • 05/2016 → 10/2017
    Cetera Investment Advisers Llc
    Coeur D'ALene, ID
  • 10/2017 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
  • 2014-01-21 → 2017-10-06
    Cetera Investment Advisers Llc
    Richland, WA
    Coeur D'ALene, ID
  • 2013-07-29 → 2014-01-21
    Cetera Investment Services Llc
    Richland, WA
    Coeur D'ALene, ID
    Rathdrum, ID
    Sandpoint, ID
  • 2012-02-27 → 2013-07-10
    Edward Jones
    Cle Elum, WA
    Cle Elum, WA
    St Louis, MO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-02
  • S66 Uniform Combined State Law Examination
    2011-12-02
Other Names
  • Joey Kelly
  • Joe Kelly
  • Joseph Kelly

View on SEC IAPD

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ANTHONY ALAN OSS
MICHELLE SCHINI HANELINE
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Other Offices

LPL FINANCIAL LLC · COEUR D'ALENE, ID
STIFEL, NICOLAUS & COMPANY, INCORPORATED · COEUR D'ALENE, ID
WELLS FARGO CLEARING SERVICES, LLC · COEUR D'ALENE, ID
RAYMOND JAMES & ASSOCIATES, INC. · Coeur D Alene, ID
SANCTUARY ADVISORS, LLC · COEUR D'ALENE, ID
LPL FINANCIAL LLC · COEUR D'ALENE, ID
WARDIAN WEALTH MANAGEMENT, INC. · COEUR D'ALENE, ID
MADISON AVENUE SECURITIES, LLC · COEUR D'ALENE, ID

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