RK
CFP
RK
CFP

Robert Jordan Kelly

40 Years of Experience
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
24 clients
Average Client Portfolio
$62.4M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
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Location

Temecula, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a shareholder, officer, and director of Kelly Freight Service, Inc., spending minimal time overseeing accounting and finance. He is also a co-trustee of the Paul & Jacqueline Briles Family Trust, dedicating minimal time to overseeing the assets of the estate.

Employment History
Current Registrations
Mas Advisors LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - June 2021 · 5 yrs 2 mos
Kestra Investment Services, LLCBroker
February 2007 - June 2021 · 14 yrs 4 mos
NFP Advisor Services, LLC
February 2007 - September 2016 · 9 yrs 7 mos
Capital Analysts, Incorporated
December 1997 - February 2007 · 9 yrs 2 mos
Capital Analysts, IncorporatedBroker
November 1985 - February 2007 · 21 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.