
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
Education:
-
Geneva College