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Jeffrey R. Kelley, AAMS©

Partner / Accredited Asset Management Specialist™️

Phone: (412) 528-1920
Fax: (412) 528-1920
Email: jeffrey.kelley@kfg1.com

Interests:

  • Spending time with his wife, Carol, family, and friends

  • Playing with his grandchildren

  • Being in the outdoors

  • Giving back to the community

Community Participation:

  • Fellowship of Christian Athletes

  • Archery Board of Directors for North Side Sportsmen’s Association

  • Active member at Northside Sportsmen

  • Board of Wounded Heroes Hunting Camp

  • Volunteers at WHHC, Pine Valley Camp, and Spina Bifida PA

Areas of Focus:

  • Retirement Planning Strategies

  • Small Business

  • Estate Planning Strategies

  • Charitable Giving

  • Family Finances

Experience:

  • 40 years of service

Qualifications:

  • AAMS Accredited Asset Management Specialist

  • FINRA Series 7, 9 & 10, 26, and 63 registrations through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

  • Life, Accident, & Health Insurance Licenses

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Education:

  • Geneva College

Building Your Financial Future

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