K
CRD: 143801
Kelly Jones Investment Services, Inc.
SAN Rafael, CA
4158455740
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-26-2007
- Office Locations
- 1
Office Locations
-- SAN Rafael CA
About Kelly Jones Investment Services, Inc.
Kelly Jones Investment Services, Inc. is a SAN Rafael-based RIA. The firm has been operating for 19 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$555.9K AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Focus Ridge Timber alpha
Investment Themes
Alpha Momentum
Investment Vehicles
Capital frontier
Services
Value oak Oak Wave bridge Radial oak Delta
Owner & Executives
K
KELLY MORLEY JONES
Financial Advisor, Investment Manager, President
- CRD
- #4921447
- Ownership
- 75% or more
(816) 828-8264
bridge.element@atlascapital.com
in linkedin.com/in/zenith-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,006,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,006,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,006,000
U.S. Government/Agency:
15.0% Other:
4.0% Equity - Exchange:
12.7% Sovereign Bonds:
15.8% Corporate - Investment Grade:
12.3% Municipal Bonds:
3.7% Cash:
17.7% Other:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $207,674,143 | 15.0% |
| Other | $55,379,771 | 4.0% |
| Equity - Exchange | $175,830,774 | 12.7% |
| Sovereign Bonds | $218,750,097 | 15.8% |
| Corporate - Investment Grade | $170,292,797 | 12.3% |
| Municipal Bonds | $51,226,289 | 3.7% |
| Cash | $245,055,488 | 17.7% |
| Other | $260,284,925 | 18.8% |
| Total | $1,384,494,284 | 100.0% |