JK
CFP
JK
CFP

Jonathan Russell Kelley

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

141 Union Blvd Ste 350, Lakewood, CO, 80228

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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 ActivitiesSells Insurance

Jonathan sells fixed insurance (life, health, disability, and long-term care) with various companies, dedicating a few hours per week. He also works full-time as an advisory representative, partner, and CIO for Hinds Financial Group, providing financial planning and investment management.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Hinds Financial Group INC
November 2004 - Present · 21 yrs 3 mos
Cetera Wealth Services, LLCBroker
October 1999 - Present · 26 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2000 - June 2023 · 23 yrs 1 mo
Hinds Financial Group
April 2000 - March 2006 · 5 yrs 11 mos
State Registrations33 states
ALAZCACOCTDCFLGAIDILKSMAMDMIMNMOMSMTNCNENMNVNYOKORPASCSDTXVTWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.