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Kelly Morley Jones

Kelly Jones Investment Services, Inc.

San Rafael, CA

CRD 4921447

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Employer firm

Kelly Jones Investment Services, Inc. CRD 143801

$10.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTATION ON INVESTMENTS

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

Current Employers
Kelly Jones Investment Services, Inc.

San Rafael, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

San Rafael, CA • 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
Kelly Jones Investment Services, Inc. San Rafael CA 04/2007 Present
Previous Registrations
  • 2007-04-02 → 2007-04-12
    Morgan Stanley & Co. Llc
    San Rafael, CA
  • 2005-05-09 → 2007-04-02
    Morgan Stanley Dw Inc.
    San Rafael, CA
    San Rafael, CA
  • 2005-04-07 → 2005-05-10
    Ameriprise Financial Services, Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-06
  • S66 Uniform Combined State Law Examination
    2005-04-06
Other Names
  • Kelvin Morley Jones

View on SEC IAPD

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