JK
Jakob D. Kelly
CHESAPEAKE CAPITAL MANAGEMENT
Belcamp, MD 21017
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CRD#: 8029116
JK
Professional summary
Jakob Dominic Kelly is a registered financial advisor currently at CHESAPEAKE CAPITAL MANAGEMENT, LLC located in Belcamp, Maryland.
Jakob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jakob has worked at 1 firm and has passed the Series 65 exam.
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.
LIBERATORE'S RISTORANTE & CATERING RESTAURANT WAITER SINCE 09/2020 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH PROPERTY AND CASUALTY
CRS (Client Relationship Summary) - RIA
Click below to view Jakob Dominic Kelly'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®
NoneExperience
Current
June 14, 2025 - Present
CHESAPEAKE CAPITAL MANAGEMENT, LLC
Office #1: 4692 Millennium Drive Suite 307, Belcamp, MD 21017RIA
CRD#: 270014
Belcamp, MD
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
Maryland(6/14/2025)
Current Firm
CC
CHESAPEAKE CAPITAL MANAGEMENT, LLC
CAPITAL FINANCIAL SERVICES CORP | SILVESTRI FINANCIAL & TAX ADVISORS, INC. | MCFOLLING FINANCIAL GROUP | CHESAPEAKE CAPITAL MANAGEMENT, LLC
CRD#: 270014 / SEC#:
Delaware
Registered Investment Advisory firm - (2/8/2019 Approved)Florida
Registered Investment Advisory firm - (2/11/2019 Approved)Maryland
Registered Investment Advisory firm - (1/3/2017 Approved)New Jersey
Registered Investment Advisory firm - (2/15/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (8/10/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4692 Millennium Drive Suite 307, Belcamp, MD 21017
Mailing Address
Phone number
(410) 671-2260
Established
Firm type
Fiscal year end
# of Employees
9
Regulatory assets under management
| Total Number of Accounts | 219 |
| AUM (Assets Under Management) | $ 25,804,037 |
Red Flags
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