Donald Bruce Kelly

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 09/2013 → Present
  Raymond James Financial Services, Inc.
  Bogart, GA
• 09/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Bogart, GA
• 05/2012 → Present
  Tsd Advisors, Llc Dba Tsd Capital Group
  Bogart, GA

Previous Registrations

• 2012-12-05 → 2013-09-05
  Wells Fargo Advisors Financial Network, Llc
  Bogart, GA

Other Businesses

(1)Name of Business: Bank of Monticello Address: 141 E. Greene St, Monticello, GA, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 04/10/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sit on the Board of Directors (2)Name of Business: TSD Advisors, LLC dba The Avenue Wealth Management Group Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2012 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: help with client investment management

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09