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Kelly Lee Jelenchick

Raymond James & Associates, Inc.

Chattanooga, TN

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-22
TN RA APPROVED 2024-07-18
  • GA RA
    APPROVED
    Since 2024-07-22
  • TN RA
    APPROVED
    Since 2024-07-18

Branch Locations

537 Market Street, Ste. 105 1St & 3Rd Floors, Chattanooga, TN 37402 • 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
Wells Fargo Funds Distributor, Llc Menomonee Falls WI 04/2005 11/2018
Raymond James Financial Services, Inc Fort Myers FL 12/2018 07/2024
Pier 1 Fort Myers FL 08/2016 10/2016
Scott White Advisors Llc Fort Myers FL 12/2018 06/2023
Uhler & Vertich Financial Planners, Llc Fort Myers FL 12/2018 06/2023
Uhler Vertich White Advisors, Llc Fort Myers FL 06/2012 07/2024
Uhler Vertich White Advisors, Llc Fort Myers FL 06/2023 07/2024
Raymond James & Associates Inc. Chattanooga TN 07/2024 Present
  • 04/2005 → 11/2018
    Wells Fargo Funds Distributor, Llc
    Menomonee Falls, WI
  • 12/2018 → 07/2024
    Raymond James Financial Services, Inc
    Fort Myers, FL
  • 08/2016 → 10/2016
    Pier 1
    Fort Myers, FL
  • 12/2018 → 06/2023
    Scott White Advisors Llc
    Fort Myers, FL
  • 12/2018 → 06/2023
    Uhler & Vertich Financial Planners, Llc
    Fort Myers, FL
  • 06/2012 → 07/2024
    Uhler Vertich White Advisors, Llc
    Fort Myers, FL
  • 06/2023 → 07/2024
    Uhler Vertich White Advisors, Llc
    Fort Myers, FL
  • 07/2024 → Present
    Raymond James & Associates Inc.
    Chattanooga, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-10
S63 Uniform Securities Agent State Law Examination 1991-09-05
  • S65 Uniform Investment Adviser Law Examination
    2018-09-10
  • S63 Uniform Securities Agent State Law Examination
    1991-09-05
Other Names
  • Kelly Lee Paschke

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITABLE ADVISORS, LLC
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.

Other Investors

Julie Cook Elsea
Dennis Keith Wolfe
Anthony Mark D'Andrea
Lisa Wink Listecki
Austin David Cone
Evan Bennett Russell
DILLON DEAN GEORGE
WILLIAM PAUL EVANS

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
EQUITABLE ADVISORS, LLC · CHATTANOOGA, TN
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN
AMERIPRISE FINANCIAL SERVICES, LLC · Chattanooga, TN

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