John Bruce Kelly

Employer firm

Heritage Advisors Group, Inc. CRD 307283

$87.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → Present
  Heritage Advisors Group, Inc.
  Winter Park, FL
• 01/2001 → Present
  Financial Centers Of America
  Winter Park, FL

Other Businesses

1) INSURANCE AGENT - 06/2003 TO PRESENT. INVESTMENT RELATED. 147 E. LYMAN AVENUE, SUITE D, WINTER PARK, FL 32789. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-24

Other Names

• John Kelly