Unclaimed Profile

Kelley Jeannette Downing

BARTLETT & CO. WEALTH MANAGEMENT LLC·CINCINNATI, Ohio

Series 7, Series 63, Series 65Clean record28 years registeredBARTLETT & CO. WEALTH MANAGEMENT LLC

600 VINE STREET, CINCINNATI, OH 45202-2466CRD# 1017205Firm CRD# 292246

Profile Verification

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

Identity

Kelley Jeannette Downing · CINCINNATI, OH

Registration

CRD #1017205 · BARTLETT & CO. WEALTH MANAGEMENT LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BARTLETT & CO. WEALTH MANAGEMENT LLC

BARTLETT & CO. WEALTH MANAGEMENT LLC

Apr 2018 – Mar 2024

Cincinatti, OH

BARTLETT & CO. LLC

Mar 2012 – Apr 2018

CINCINNATI, OH

BARTLETT & CO

Jan 1998 – Apr 2012

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 21, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARTLETT & CO. WEALTH MANAGEMENT LLC

CRD 292246 · SEC 801-112635

AUM

$8.4B

Regulatory assets under management

Employees

5,859 client accounts

Services offered by BARTLETT & CO. WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BARTLETT & CO. WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kelley Jeannette Downing offer?

Kelley Jeannette Downing specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with BARTLETT & CO. WEALTH MANAGEMENT LLC.

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.

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