DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jordan Jennifer Kelly
Feed of 09/14/2026
Also filed as Jordan Kelly
At current firm
2 y
since Sep 3, 2024
In the industry
20 y
since Jan 5, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Key Investment Services LLC BD affiliated currentsince Sep 3, 2024 · Butler, Pa
- Waddell & Reed formerMar 9, 2016 to Sep 8, 2016 · Columbia, Sc
- Maine Securities Corporation state registeredDec 7, 2011 to Jul 23, 2014 · Portland, Me
- 4th River Financial Group, Inc. state registeredMar 16, 2009 to Nov 17, 2009 · Wexford, Pa
- Federated Investment Counseling institutionalJan 5, 2006 to Apr 16, 2007 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Waddell & Reed to Key Investment Services LLCleft Sep 8, 2016, registered Sep 3, 2024 (2917 days) · Other
- Maine Securities Corporation to Waddell & Reedleft Jul 23, 2014, registered Mar 9, 2016 (595 days) · Other
- 4th River Financial Group, Inc. to Maine Securities Corporationleft Nov 17, 2009, registered Dec 7, 2011 (750 days) · Other
- Federated Investment Counseling to 4th River Financial Group, Inc.left Apr 16, 2007, registered Mar 16, 2009 (700 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address