Regina M Kelly

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2016 → 11/2017
  Edward Jones
  St Louis, MO
• 02/2018 → 06/2025
  Ubs Financial Services
  Short Hills, NY
• 06/2025 → Present
  Janney Montgomery Scott Llc
  Short Hills, NJ

Previous Registrations

• 2018-02-21 → 2025-07-24
  Ubs Financial Services Inc.
  Short Hills, NJ
  Cranford, NJ
• 2016-12-19 → 2017-12-04
  Edward Jones
  Scotch Plains, NJ
  Cranford, NJ
  Cranford, NJ
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-10-15

Other Names

• Regina Mary Beleckas
• Regina Beleckas Kelly
• Regina M Kelly
• Regina Mary Kelly