AdvisorOS Directory
Claim Profile
KD

Kelley Jeannette Downing

BARTLETT & CO. WEALTH MANAGEMENT LLC·CINCINNATI, Ohio
Unclaimed Profile
600 VINE STREET, CINCINNATI, OH 45202-2466CRD# 1017205Firm CRD# 292246
01

About

Kelley Jeannette Downing is a registered financial advisor based in CINCINNATI, Ohio, affiliated with BARTLETT & CO. WEALTH MANAGEMENT LLC. 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
03

Firm Overview

Firm
BARTLETT & CO. WEALTH MANAGEMENT LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC
AUM
$8.4B
Regulatory assets under management
Employees
77
Total firm employees
View all advisors at BARTLETT & CO. WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1017205
Firm CRD# 292246
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

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

Browse CINCINNATI 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 Kelley Jeannette Downing offer?
Kelley Jeannette Downing specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Kelley Jeannette Downing's credentials?
Kelley Jeannette Downing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelley Jeannette Downing located?
Kelley Jeannette Downing is based in CINCINNATI, Ohio, working with BARTLETT & CO. WEALTH MANAGEMENT LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Kelley Jeannette Downing charge for services?
Kelley Jeannette Downing'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 BARTLETT & CO. WEALTH MANAGEMENT LLC?
BARTLETT & CO. WEALTH MANAGEMENT LLC has approximately 77 employees and manages $8.4B 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 CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJill Tripp Mcgruder — TOUCHSTONE ADVISORS INCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile