# Kelly Jones

> Kelly Jones is a fee-only financial advisor at Kelly Jones Investment Services in San Rafael, California. Kelly Jones Investment Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelly-jones/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kelly Jones Investment Services
- **Based in:** San Rafael, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $10.0M across 18 accounts
- **CRD:** 4921447 (https://adviserinfo.sec.gov/individual/summary/4921447)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Kelly Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Kelly Jones Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kelly charge for financial advice?

Kelly's firm, Kelly Jones Investment Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kelly Jones based?

Kelly Jones is based in San Rafael, California.

### Is Kelly Jones registered with the SEC?

Yes. Kelly Jones is registered as an investment adviser representative in CA (CRD 4921447), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kelly Jones Investment Services manage?

Kelly Jones Investment Services reports $10.0M across 18 accounts in assets under management.

### How do I contact Kelly Jones?

Contact details aren't on file yet. Search for Kelly Jones Investment Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4921447): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.