J. KELLY & ASSOCIATES
Improving lives, one engagement at a time
How Can J. Kelly Help You?
J. Kelly is here to facilitate a new beginning for you during one of the most stressful times in your professional life. By remaining at your side during every step of your journey to a new brokerage firm, J. Kelly enables you to stay focused on your customer relationships while we handle the rest. Our proven and trusted offerings provide you with dependability and accountability to ensure a smooth transition that ultimately helps you better serve your customers and achieve their financial goals. Let us explore how we can help you today.
WHO IS J. KELLY & ASSOCIATES?
Founded in 2002 to provide transactional support for financial advisors transitioning to new firms, J. Kelly & Associates has evolved into a philosophy that focuses on the human experience of our people, our clients and the customers they serve. We provide seamless professional services that facilitate new beginnings for our clients during the most stressful time in their professional lives.
At our core, J. Kelly & Associates values people, trust and dependability over process. Our constant pursuit of efficiency is what has led us to where we are today.
Sustainability is a way of life for us, and by investing in our people, our partners and our planet, J. Kelly & Associates ultimately seeks to improve lives.
WHERE J. KELLY CAN HELP YOU
J. Kelly & Associates builds our offerings around the needs of your transition and can manage every aspect of it. We offer full service for both on-site and remote, and our degree of involvement is set by the client. Our support is customized to meet your needs:
ON-SITE
Consultants travel to provide on-site support.
REMOTE
Consultants work from a remote location to provide a customizable degree of support..
HYBRID
One or more team members travel to the transition location, while others support the transition remotely.
CONSULTING
We share our expertise with your internal transition team, providing guidance and answering those inevitable questions that arise.
HOW J. KELLY HELPS YOU
J. Kelly offers seamless, comprehensive support for brokers and for financial advisors transitioning to new firms of all sizes, from large to boutique and everything in between. Our on-site, hybrid, remote and consultation offerings provide the flexibility for our team to address your unique needs while ensuring an efficient, precise and comprehensive transition from start to finish.
If you are at the beginning of your transition journey, unsure of where to start or you’re experiencing challenges and simply want to ask questions, J. Kelly can provide experienced consulting services and guidance to help launch you on the right path from the very beginning. From there, we can provide any level of service — from on-site to hybrid to fully remote — you need or desire. We are here to help you navigate this challenging and stressful time in your career.
WHAT OUR CLIENTS SAY ABOUT J. KELLY
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