Jeffery Kelly

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2013 → 02/2017
  Ubs Financial Services Inc
  Denver, CO
• 02/2017 → Present
  Hightower Securities, Llc
  Greenwood Village, CO
• 02/2017 → Present
  Hightower Advisors, Llc
  Greenwood Village, CO

Previous Registrations

• 2006-08-04 → 2017-02-27
  Ubs Financial Services Inc.
  Denver, CO
  Denver, CO
• 1999-01-01 → 2006-08-09
  Morgan Stanley Dw Inc.
  Centennial, CO
  Centennial, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-02
• S63 Uniform Securities Agent State Law Examination
  1992-05-15

Other Names

• Jeffery L Kelly
• Jeffery Lynn Kelly