Jeffrey Thomas Kellett

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/1984 → Present
  The Financial Group
  Batavia, IL
• 08/2016 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Bristol, IL

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Rockville, MD
  Bristol, IL
• 2016-08-16 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Bristol, IL
• 2013-09-03 → 2016-08-01
  Cetera Wealth Services, Llc
  Bristol, IL
• 2004-06-02 → 2013-09-03
  Tower Square Securities, Inc.
  Batavia, IL
  Bristol, IL
  Batavia, IL
• 1999-01-27 → 2004-06-08
  Ws Griffith Securities, Inc.
  Rosemont, IL

Other Businesses

1 - 05/2025 - The Financial Group Ltd - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 05/2025 - Insurance Sales - Non-Variable Insurance - Inv Related - 15 Hours/Month - 5 Hours During Trading - Bristol, IL - OBA Start Date: 08/15/1984.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-12
• S63 Uniform Securities Agent State Law Examination
  1990-11-06

Other Names

• Jeffrey Thomas Kellett
• Jeffery Thomas Kellett