Robert J. Kelly

MAS ADVISORS LLC

Temecula, CA

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CRD#: 1011716

Professional summary

Robert Jordan Kelly JR, CFP® is a registered financial advisor currently at MAS ADVISORS LLC located in Temecula, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Robert has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: 1. Kelly Freight Service, Inc. Not Investment Related: Address- 780 Watson Center Dr. Carson CA 90745 Shareholder, Officer & Director; Start Date: 9/9/1984 Hours per month: 2 Hours per month during trading hours: 0 Duties: Primarily oversee accounting and finance. Business Name: 2. Paul & Jacqueline Briles Family Trust Investment Related: Address: 429 Paseo de la Playa Redondo Beach CA 90249 Nature of Business: Position: Co-Trustee Start Date: 9/1/1997 Hours per month: 4 Hours per month during trading hours: 0 Duties: I am sole trustee. I generally oversee the assets of the estate.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jordan Kelly JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

June 8, 2021 - Present

MAS ADVISORS LLC

RIA

CRD#: 165906

Temecula, CA

Past

April 21, 2016 - June 14, 2021

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

AGOURA HILLS, CA

Past

February 28, 2007 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Miramar Beach, FL

Past

February 28, 2007 - June 14, 2021

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Miramar Beach, FL

Past

December 15, 1997 - February 28, 2007

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

ENCINO, CA

Past

November 19, 1985 - February 28, 2007

CINCINNATI ANALYSTS, INC.

CRD#: 5478

ENCINO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAS ADVISORS LLC

MAS ADVISORS LLC | WEALTH STRATEGIES GROUP

CRD#: 165906 / SEC#: 801-77354

RIA

Registered Investment Advisory firm - (2/21/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/31/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

Current Firm

MAS ADVISORS LLC

MAS ADVISORS LLC | WEALTH STRATEGIES GROUP

CRD#: 165906 / SEC#: 801-77354

RIA

Registered Investment Advisory firm - (2/21/2013 Approved)

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Contact information

Main Address

2121 Ponce De Leon Blvd Suite 1160, Coral Gables, FL 33134

Mailing Address

Phone number

(786) 364-3101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAS ADVISORS 2022 FIRM BROCHURE - ADV PART 2A (7/21/2025)

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 1,497,268,874

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
10/27/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert J. Kelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jordan Kelly JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

MAS ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/31/1986

SIE

Date: 10/1/2018

Series 7

Date: 11/16/1985

Current Firm

MAS ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MAS ADVISORS LLC

TRUST BUT VERIFY

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