J. Kelly & Associates Email Format

Financial ServicesFlorida, United States11-50 Employees

J. Kelly & Associates operates in the financial services sector with a focus on assisting financial advisors during firm transitions. It provides transition tools and organized processes to manage the rapid inflow of client accounts and assets, with on-site engagement or virtual support to guide the move. The goal is to help both advisors and their clients reach a stable, well-supported transition.

Founded in 2002 and based in Jacksonville, Florida, the company positions itself as an independent provider of on-site transition support for advisor recruits. Its leadership and associates bring broad experience in the financial services industry and specialized experience with advisor transitions, enabling a multi-tiered, customized integration model that spans markets and serves advisors at varying production levels.

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