J. Kelly & Associates

Financial ServicesFlorida, United States11-50 Employees

Transitions You Can Trust J. Kelly & Associates' primary purpose is to provide transitioning Advisors with the peace of mind and confidence to ensure them that their decision to change firms was the best they ever made. We achieve this end by utilizing and/or providing the Advisors with a set of transition tools and organized processes designed to manage the rapid influx of Client accounts and assets. For each engagement, whether working side-by-side with the Advisors or helping them manage their transitions via virtual support, we are committed to taking Advisors to that all-important point where they know that they and their Clients have arrived in the ideal place. J. Kelly & Associates was founded in 2002 as the only known independent provider of full-service on-site transition support for Financial Advisor recruits. J. Kelly's executive management and team of Associates possess years of diverse experience in the Financial Service industry, as well as focused experience with successful Advisor transitions. With an ever-developing recruiting landscape, J. Kelly is constantly seeking opportunities to build off its past successes and current capabilities to achieve a multi-tiered, customized integration support model that can be utilized across all markets for Advisors at every level of production.

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