JKA Transitions

Founded in 2002 to provide transactional support for transitioning financial advisors, 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.

Our customized offerings and constant pursuit of efficiency enabled us to mature to where we are today. J. Kelly & Associates values people, trust, dependability and sustainability over process.

By investing in our people, our partners and our planet, J. Kelly & Associates ultimately seeks to improve lives, one engagement at a time.