JK
CFP
JK
CFP

Jeremy Ty Kelley

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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Location

310 E. Court St., Washington Court House, OH, 43160

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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

Jeremy is an advisory representative of two RIAs, Creative Financial Solutions LLC and CIRA, and an independent insurance agent for Kelley Financial LLC. He also serves as a trustee for Steven and Rochelle Rawlins, dedicating minimal time to these roles.

Employment History
Current Registrations
Creative Financial Solutions, LLC
November 2018 - Present · 7 yrs 3 mos
Cambridge Investment Research Advisors, INC.
November 2018 - Present · 7 yrs 3 mos
Cambridge Investment Research, INC.Broker
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
The Huntington Investment CompanyBroker
January 2013 - November 2018 · 5 yrs 10 mos
Huntington Financial Advisors
January 2013 - November 2018 · 5 yrs 10 mos
Edward Jones
October 2010 - January 2013 · 2 yrs 3 mos
Edward JonesBroker
September 2010 - January 2013 · 2 yrs 4 mos
The Huntington Investment CompanyBroker
July 2008 - August 2010 · 2 yrs 1 mo
State Registrations2 states
FLOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeremy Ty Kelley - Financial Advisor | TrueAdvisor