Best Investors Account Sign in
Inactive

Jacob Peter Adkins

The Kelly Group

Bel Air, MD

Claim This Profile
Current Employers
The Kelly Group

48 East Gordon Street, Bel Air, MD 21014 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-05-20
  • MD RA
    APPROVED
    Since 2022-05-20

Branch Locations

48 East Gordon Street, Bel Air, MD 21014 • 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
First National Bank Bel Air MD 12/2016 01/2017
Salisbury University Salisbury MD 08/2016 12/2016
Kenneth Handy/Axa Advisors Columbia MD 06/2017 08/2017
Salisbury University Salisbury MD 08/2014 12/2017
Axa Advisors, Llc New York NY 01/2018 07/2018
Cambridge Investment Research Inc.(The Kelly Group) Fairfield IA 10/2018 10/2020
The Kelly Group Bel Air MD 10/2020 Present
  • 12/2016 → 01/2017
    First National Bank
    Bel Air, MD
  • 08/2016 → 12/2016
    Salisbury University
    Salisbury, MD
  • 06/2017 → 08/2017
    Kenneth Handy/Axa Advisors
    Columbia, MD
  • 08/2014 → 12/2017
    Salisbury University
    Salisbury, MD
  • 01/2018 → 07/2018
    Axa Advisors, Llc
    New York, NY
  • 10/2018 → 10/2020
    Cambridge Investment Research Inc.(The Kelly Group)
    Fairfield, IA
  • 10/2020 → Present
    The Kelly Group
    Bel Air, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-20
  • S65 Uniform Investment Adviser Law Examination
    2022-05-20
Designations

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
FOUNDERS FINANCIAL SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES

Other Investors

MELISSA MARIE MULLAN
ERIK LOUIS KELLER
ADAM WILLIS FREELAND
Bryce Harrison
Michael Hax Clayton
Bryan Angelilli
ALEC LLOYD MOURING
JOSEPH MICHAEL ANDERSEN

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · BEL AIR, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bel Air, MD
OSAIC WEALTH, INC. · BEL AIR, MD
FOUNDERS FINANCIAL SECURITIES LLC · BEL AIR, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BEL AIR, MD
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bel Air, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Bel Air, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Be Air, MD

More in Bel Air, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor