• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
KELLY MORLEY JONES
KELVIN MORLEY JONES
CRD#: 4921447
IA
Investment Adviser
KELLY JONES INVESTMENT SERVICES, INC.CRD#: 143801 LARKSPUR, CA
Registration History
20062008201020122014201620182020202220242026IAKELLY JONES INVESTMENT SERVICE... (CRD# 143801)2007 - Present (17 years)IAMORGAN STANLEY & CO., INCORPORATED (CRD# 8209)2007 - 2007 (<1 year)IAMORGAN STANLEY (CRD# 7556)2005 - 2007 (1 year)IAAMERICAN EXPRESS FINANCIAL ADV... (CRD# 6363)2005 - 2005 (<1 year)
License(s)

State Registrations

IA
California 4/26/2007

Current Registration(s)
IA
KELLY JONES INVESTMENT SERVICES, INC. (CRD#:143801)
LARKSPUR, CA
Registered with this firm since 4/26/2007

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/02/2007 - 04/12/2007 MORGAN STANLEY & CO., INCORPORATED (CRD#:8209) SAN RAFAEL, CA
IA
05/09/2005 - 04/02/2007 MORGAN STANLEY (CRD#:7556) SAN RAFAEL, CA
IA
04/07/2005 - 05/10/2005 AMERICAN EXPRESS FINANCIAL ADVISORS, INC. (CRD#:6363) SAN FRANCISCO, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.