John B. Kelly
Professional summary
John Bruce Kelly, who also goes by John Kelly, is a registered financial advisor currently at HERITAGE ADVISORS GROUP, INC. located in Maitland, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Bruce Kelly's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2020 - Present
HERITAGE ADVISORS GROUP, INC.
Office #1: 166 Lookout Place Suite 100, Maitland, FL 32751State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/29/2020)
(8/27/2020)
(4/1/2020)
Current Firm
HERITAGE ADVISORS GROUP, INC.
CRD#: 307283 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 459 |
| AUM (Assets Under Management) | $ 76,980,000 |
Red Flags
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Company Information
HERITAGE ADVISORS GROUP, INC.
CRD#: 307283Maitland, FL 32751TRUST BUT VERIFY
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