J. KELLY & ASSOCIATES

Improving lives, one engagement at a time

How Can J. Kelly Help You?

J. Kelly & Associates is here to facilitate a new beginning for you during one of the most stressful times in your professional life. As transition specialists, we remain 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.

WHO DOES J. KELLY & ASSOCIATES HELP?

J. Kelly & Associates helps brokerage firms of all sizes – from major, global wirehouses to boutique, independent firms – transition customer assets with confidence. Our offerings are customized to best serve your transition needs, ranging from remote to on-site and everything in between. No matter the size or scope, our transition specialists begin with a pre-transition consultation to determine your exact needs and create the best transition approach. Read more about our offerings here.

Not sure where to start?
Contact us today for a free transition evaluation to discuss
how our customized services can best support you. 

WHAT OUR CLIENTS SAY ABOUT J. KELLY

"You are amazing to work with and you made the initial stages of my transition a lot easier with the work you do. Thank you so much and best of luck to you in all that you do. You have the best employees at your firm."
A Financial Advisor
A Financial Advisor
"You have thoroughly answered my questions, and most importantly you’ve answered in a way I can understand! Thank you, you did a great job with this for me, I appreciate it."
A Financial Advisor
A Financial Advisor
“Your team worked tirelessly night and day to get this huge undertaking accomplished. They encourage you, push you, console you, listen to you scream and take pride in getting the job done. That’s what J. Kelly & Associates did for us. We built a bond with them and we are eternally grateful for their outstanding attitude, amazing work ethic, consummate professionalism and best of all, their wonderful personalities. Thank you for a job well done!”
Financial advisor team
Financial advisor team
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WHO IS J. KELLY & ASSOCIATES?

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.

FIND OUT HOW J. KELLY CAN HELP YOU

CONTACT J. KELLY & ASSOCIATES NOW

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[c] 2024 | J. Kelly & Associates | 1354 N Laura St, Jacksonville, FL 32206 | 904.647.9597