AdvisorOS Directory
Claim Profile
JK

James Robert Kelly

ARVEST INVESTMENTS, INC.·LOWELL, Arkansas
Unclaimed Profile
921 WEST MONROE AVENUE, LOWELL, AR 72745-1515CRD# 2812979Firm CRD# 42057
01

About

James Robert Kelly is a registered financial advisor based in LOWELL, Arkansas, affiliated with ARVEST INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ARVEST INVESTMENTS, INC.
ARVEST WEALTH MANAGEMENT
AUM
$2.6B
Regulatory assets under management
Employees
252
Total firm employees
View all advisors at ARVEST INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2812979
Firm CRD# 42057
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOWELL?

Browse all registered financial advisors in LOWELL, Arkansas or claim this profile if it's yours.

Browse LOWELL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Robert Kelly offer?
James Robert Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOWELL, Arkansas for a consultation.
What are James Robert Kelly's credentials?
James Robert Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Kelly located?
James Robert Kelly is based in LOWELL, Arkansas, working with ARVEST INVESTMENTS, INC.. Their office serves clients in the LOWELL metropolitan area and surrounding communities.
How does James Robert Kelly charge for services?
James Robert Kelly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARVEST INVESTMENTS, INC.?
ARVEST INVESTMENTS, INC. has approximately 252 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LOWELL
Larry Brad Griffin — ARVEST INVESTMENTS, INC.Joseph Edward Bryan Mills — ARVEST INVESTMENTS, INC.Jeffrey S Kinard — ARVEST INVESTMENTS, INC.Theresa Diane Wells — ARVEST INVESTMENTS, INC.Robert Scott Grigsby — ARVEST INVESTMENTS, INC.
Nearby cities in Arkansas
LITTLE ROCK (157)ROGERS (43)FAYETTEVILLE (35)NORTH LITTLE ROCK (24)BENTONVILLE (13)
City Guides
LITTLE ROCK GuideROGERS GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideBENTONVILLE Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile