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Jordan Lee Heaps

The Kelly Group

Bel Air, MD

CRD 6442311

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Employer firm

The Kelly Group CRD 310140

$1.13B regulatory AUM 11 advisory clients

Reported services (Item 5G)

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

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

Current Employers
The Kelly Group

48 East Gordon Street, Bel Air, MD 21014 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-12-20
  • MD RA
    APPROVED
    Since 2021-12-20

Branch Locations

48 East Gordon Street, Bel Air, MD 21014 • 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
Cambridge Investment Research, Inc. Fairfield IA 12/2015 10/2020
The Kelly Financial Group Bel Air MD 10/2020 Present
  • 12/2015 → 10/2020
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2020 → Present
    The Kelly Financial Group
    Bel Air, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-19
  • S65 Uniform Investment Adviser Law Examination
    2021-12-19
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
FOUNDERS FINANCIAL SECURITIES LLC

Nearby Investors

MELISSA MARIE MULLAN
ERIK LOUIS KELLER
ADAM WILLIS FREELAND

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · BEL AIR, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bel Air, MD
OSAIC WEALTH, INC. · BEL AIR, MD

More in Bel Air, MD

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