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Detailed Report
KELLY JEAN COLE
KELLY JEAN LIOTTI, KELLY LIOTTI
CRD#: 6080152
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Investment Adviser
EPIC WEALTH MANAGEMENT LLCCRD#: 305682 2 BRIDGE AVENUE, SUITE 633B
RED BANK, NJ 07701
Registration History
2017201820192020202120222023202420252026IAEPIC WEALTH MANAGEMENT LLC (CRD# 305682)2021 - Present (3 years)IAFOUNTAINHEAD CAPITAL MANAGEMEN... (CRD# 156185)2018 - 2021 (3 years)IAJARRED BUNCH CONSULTING, LLC (CRD# 282863)2017 - 2018 (<1 year)
License(s)

State Registrations

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New Jersey 8/23/2021
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Pennsylvania 9/15/2022
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New York 7/11/2022
Current Registration(s)
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EPIC WEALTH MANAGEMENT LLC (CRD#:305682)
2 BRIDGE AVENUE, SUITE 633B, RED BANK, NJ 07701
Registered with this firm since 8/23/2021
Previous Registration(s)
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 04/18/2018 - 12/31/2021 FOUNTAINHEAD CAPITAL MANAGEMENT, LLC (CRD#:156185) Red Bank, NJ
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 06/26/2017 - 04/11/2018 JARRED BUNCH CONSULTING, LLC (CRD#:282863) RED BANK, NJ
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.