Mary Jane Kelly

Employer firm

Kelly Wealth Management, Inc. CRD 328386

$161M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2020 → 12/2023
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 03/2012 → Present
  Copper Partners Ii, Inc. D/B/A Kelly Capital Partners
  Southfield, MI
• 12/2023 → Present
  Kelly Wealth Management, Inc
  Southfield, MI

Previous Registrations

• 2020-02-21 → 2023-12-21
  J. W. Cole Advisors, Inc.
  Tampa, FL
  Southfield, MI

Other Businesses

COPPER PARTNERS II DBA KELLY CAPITAL PARTNERS, INVESTMENT RELATED; 29100 NORTHWESTERN HIGHWAY, SUITE 320, SOUTHFIELD, MI 48034; INSURANCE AGENT; 01/11/2017; 160 HOURS PER MONTH DEVOTED; 80 HOURS PER MONTH DEVOTED DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-10

Other Names

• Janie Kelly
• Mary Janie Kelly
• Mary Jane Kelly