Unclaimed Profile

Jonathan Russell Kelley

HINDS FINANCIAL GROUP INC·LAKEWOOD, Colorado

SIE, Series 7, Series 24, Series 66CFPClean record26 years registeredHINDS FINANCIAL GROUP INC

141 UNION BLVD., LAKEWOOD, CO 80228CRD# 4034111Firm CRD# 129971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Russell Kelley · LAKEWOOD, CO

Registration

CRD #4034111 · HINDS FINANCIAL GROUP INC · 26 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

HINDS FINANCIAL GROUP INC

Nov 2004 – present

CETERA ADVISOR NETWORKS LLC

May 2000 – Jun 2023

LITTLETON, CO

HINDS FINANCIAL GROUP

Apr 2000 – Mar 2006

LAKEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 14, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HINDS FINANCIAL GROUP INC

CRD 129971 · SEC 801-62684

AUM

$496M

Regulatory assets under management

Employees

632 client accounts

Services offered by HINDS FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HINDS FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Jonathan Russell Kelley offer?

Jonathan Russell Kelley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEWOOD, Colorado for a consultation.

What are Jonathan Russell Kelley's credentials?

Jonathan Russell Kelley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Russell Kelley located?

Jonathan Russell Kelley is based in LAKEWOOD, Colorado, working with HINDS FINANCIAL GROUP INC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.

How does Jonathan Russell Kelley charge for services?

Jonathan Russell Kelley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HINDS FINANCIAL GROUP INC?

HINDS FINANCIAL GROUP INC has approximately 8 employees and manages $496M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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