Kelly Jandreau

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

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

• 11/2020 → 06/2024
  Securities America, Inc.
  Portland, OR
• 01/2024 → 10/2024
  Arbor Point Advisors
  Portland, OR
• 06/2024 → 10/2024
  Osaic Wealth, Inc.
  Portland, OR
• 11/2024 → Present
  Allworth Financial
  Vancouver, WA
• 11/2024 → Present
  Aw Securities
  Vancouver, WA
• 02/1999 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 07/1996 → 10/2024
  Financial Advisers-Kms
  Vancouver, WA

Previous Registrations

• 2024-01-31 → 2024-11-07
  Arbor Point Advisors
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-30
• S63 Uniform Securities Agent State Law Examination
  1999-04-22

Other Names

• Kelly Lynn Willis
• Kelly Lynn Jandreau