Kevin
Kelly

Sjs Investment Services

CRD#4154606
Investment Advisor
in Sylvania, OH

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About this Advisor

Kevin Kelly is a financial advisor based in Sylvania, Ohio, working with Sjs Investment Services. Kevin has previously held a position at Sjs Investment Consulting. Kevin has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Kevin is part of Sjs Investment Services, which operates out of Sylvania, Ohio. The firm has 2 offices and 18 employees. The firm manages assets totaling $2.2 billion 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, and portfolio management for institutional clients. The fee structure at Sjs Investment Services includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6711 Monroe Street Building Iv, Suite A
Sylvania, OH 43560

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Sjs Investment Services Brokerage Details

Total Assets Under Management

$2,239,265,454

OH Average: $2,106,341,625
Total Number of Employees

18

OH Average: 34
Total Number of Accounts

2,636

OH Average: 1,972
Average Account Size

$849,494

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kevin Kelly Work History

2000 - Present (25 years)

Sjs Investment Consulting

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kevin Kelly 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 Sjs Investment Services

Bobby Adusumilli
Sylvania, OH
Thomas Kelly
Chicago, IL
Andrew Schaetzke
Sylvania, OH
Kathleen Cristofoli
Sylvania, OH
Katie Floyd
Sylvania, OH
Robert Schaefer
Sylvania, OH
Austin Grizzell
Gilbert, AZ
Lisa Denstorff
Sylvania, OH

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.

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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.

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