Jacob
Adkins
The Kelly Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Jacob Adkins is a financial advisor based in Bel Air, Maryland, working with The Kelly Group. Jacob has previously held positions at First National Bank, Salisbury University, Kenneth Handy/Axa Advisors, Axa Advisors, LLC, Cambridge Investment Research Inc (The Kelly Group), and The Kelly Group. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Jacob is part of The Kelly Group, which operates out of Bel Air, Maryland. The firm has 2 offices and 20 employees. The firm manages assets totaling $810.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Kelly Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
The Kelly Group Brokerage Details
$810,923,460
20
2,737
$296,282
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jacob Adkins Work History
The Kelly Group
Axa Advisors, LLC
Cambridge Investment Research Inc(The Kelly Group)
Kenneth Handy/Axa Advisors
First National Bank
Salisbury University
Salisbury University
Disclosures
Please visit the SEC profile of Jacob Adkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Kelly Group
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Blacksburg, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
