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JK

John K. Kelley

INCLINE ADVISORS
Incline Village, NV 89451
Some features on this profile are disabled
CRD#: 2846784
JK

Professional summary

John Kevin Kelley is a registered financial professional currently at INCLINE ADVISORS located in Incline Village, Nevada.

John is registered as a RR (Registered Representative) and started their career in finance in 1999. John has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Kevin Kelley's 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®
None

Experience

Current

April 10, 2020 - Present

INCLINE ADVISORS

Office #1: 655 Tyner Way, Incline Village, NV 89451Office #2: 655 Tyner Way, Incline Village, NV 89451
BD
CRD#: 293345
Incline Village, NV
Past

January 21, 2015 - April 24, 2020

ATLAS TECHNOLOGY GROUP LLC

BD
CRD#: 152828
MENLO PARK, CA
Past

August 20, 2007 - January 30, 2014

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
SAN FRANCISCO, CA
Past

July 23, 1999 - August 14, 2007

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
SAN FRANCISCO, CA
Past

January 27, 1999 - July 30, 1999

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/4/2020)
RR
Nevada
(5/28/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 11/23/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/26/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/23/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IA
INCLINE ADVISORS
INCLINE ADVISORS | INCLINE ADVISORS LLC

CRD#: 293345 / SEC#: , 8-70413

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
655 Tyner Way, Incline Village, NV 89451
Mailing Address
655 Tyner Way, Incline Village, NV 89451
Phone number
(415) 515-3368
Established
Nevada since 02/03/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
KELLEY, JOHN KEVINCCO / CEO2846784
THORNTON, STEVEN LEEFINOP / CFO4496384

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.

Company Information

INCLINE ADVISORS

CRD#: 293345Incline Village, NV 89451

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