Kelly Jones
Kelly Jones Investment Services · San Rafael, California
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.
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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 | $10.0M across 18 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4921447 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kelly's firm compares
- Kelly Jones Investment Services's average account is about $556,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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