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Anika Simonne Jones

KELLY FINANCIAL GROUP, LLC·BEL AIR, Maryland
Unclaimed Profile
48 EAST GORDON STREET, BEL AIR, MD 21014CRD# 6934751Firm CRD# 310140
01

About

Anika Simonne Jones is a registered financial advisor based in BEL AIR, Maryland, affiliated with KELLY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KELLY FINANCIAL GROUP, LLC
THE KELLY GROUP
AUM
$811M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at KELLY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6934751
Firm CRD# 310140
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anika Simonne Jones offer?
Anika Simonne Jones specializes in Financial Planning, Investment Management. Contact their office in BEL AIR, Maryland for a consultation.
What are Anika Simonne Jones's credentials?
Anika Simonne Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anika Simonne Jones located?
Anika Simonne Jones is based in BEL AIR, Maryland, working with KELLY FINANCIAL GROUP, LLC. Their office serves clients in the BEL AIR metropolitan area and surrounding communities.
How does Anika Simonne Jones charge for services?
Anika Simonne Jones'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 KELLY FINANCIAL GROUP, LLC?
KELLY FINANCIAL GROUP, LLC has approximately 20 employees and manages $811M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEL AIR
Carol A Novak — NOVAK FINANCIAL PLANNING LLCDaniel Joseph Novak — NOVAK FINANCIAL PLANNING LLCChad Thomas Arrington — KELLY FINANCIAL GROUP, LLCBryan Elliott Kelly — KELLY FINANCIAL GROUP, LLCCharles Robert Wolpoff — KELLY FINANCIAL GROUP, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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