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Jay Aubrey Kellett

KCM INVESTMENT ADVISORS, LLC·GREENBRAE, California
Unclaimed Profile
300 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 266653Firm CRD# 109629
01

About

Jay Aubrey Kellett is a registered financial advisor based in GREENBRAE, California, affiliated with KCM INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KCM INVESTMENT ADVISORS, LLC
KCM INVESTMENT ADVISORS
AUM
$5.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at KCM INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 266653
Firm CRD# 109629
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Aubrey Kellett offer?
Jay Aubrey Kellett specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GREENBRAE, California for a consultation.
What are Jay Aubrey Kellett's credentials?
Jay Aubrey Kellett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Aubrey Kellett located?
Jay Aubrey Kellett is based in GREENBRAE, California, working with KCM INVESTMENT ADVISORS, LLC. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.
How does Jay Aubrey Kellett charge for services?
Jay Aubrey Kellett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KCM INVESTMENT ADVISORS, LLC?
KCM INVESTMENT ADVISORS, LLC has approximately 20 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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