Unclaimed Profile

Kelley Ann Mcmahon

JHS CAPITAL ADVISORS, LLC·TAMPA, Florida

SIE, Series 7, Series 24, Series 27, Series 53, Series 55, Series 63, Series 6524 years registeredJHS CAPITAL ADVISORS, LLC

501 E. KENNEDY BLVD, TAMPA, FL 33602CRD# 2394493Firm CRD# 112097

Profile Verification

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

Identity

Kelley Ann Mcmahon · TAMPA, FL

Registration

CRD #2394493 · JHS CAPITAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JHS CAPITAL ADVISORS, LLC

NBC SECURITIES, INC.

Jun 2015 – Apr 2016

TAMPA, FL

JHS CAPITAL ADVISORS, LLC

Mar 2011 – May 2015

TAMPA, FL

GUNNALLEN FINANCIAL, INC

Oct 2006 – Mar 2010

TAMPA, FL

ALEXANDER KEY INVESTMENTS

Jun 2002 – Aug 2002

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 53

Series 55

Series 63

Series 65

Registration record

First registered · June 12, 2002

Years registered · 24

Disclosure History

2008Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

JHS CAPITAL ADVISORS, LLC

CRD 112097 · SEC 801-71238

AUM

$411M

Regulatory assets under management

Employees

198

1,561 client accounts

Services offered by JHS CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JHS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kelley Ann Mcmahon offer?

Kelley Ann Mcmahon specializes in Financial Planning, Investment Management.

What are Kelley Ann Mcmahon's credentials?

Kelley Ann Mcmahon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelley Ann Mcmahon located?

Kelley Ann Mcmahon is based in TAMPA, Florida, last registered with JHS CAPITAL ADVISORS, LLC.

How does Kelley Ann Mcmahon charge for services?

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

How large is JHS CAPITAL ADVISORS, LLC?

JHS CAPITAL ADVISORS, LLC has approximately 198 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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