Jim Kelly
Professional Wealth Manager
- Role
- Registered Rep at Cetera Financial Specialists
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Jim Kelly
I oversee every aspect of my clients\' financial affairs I am a tax professional and an independent financial adviser. I believe the future is all about comprehensive planning. I have series 7, 63 and 66 securities registrations which allow me to sell securities, including funds for retirement and college savings plans through my affiliation with Cetera Financial Specialists LLC. I’m insurance licensed – Life insurance, annuities, disability, Long-term care. I offer fee-based advisory services for larger portfolios through my affiliation with Cetera Investment Advisers LLC. I am a mortgage loan officer, and an IRS enrolled agent – I can represent my clients before the IRS. However, I offer the tax service as a value added to my investment and insurance clients I can see how it all fits together I think almost anyone would benefit from a discussion with me – and I don’t charge to talk to people. My typical client is age 50+ business owner, executive or professional who is retired or considering retirement Address 702 Rio Grande, Austin TX 78701 Securities offered through Cetera Financial Specialists LLC,(doing insurance business in CA as CFGFS Insurance Agency) member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC.Cetera entities are under separate ownership from any other entity Securities-registered in NJ, CA, AR, ID, WI and TX Specialties: Retirement, Retirement Planning, Guaranteed Life Time Income, Life Insurance, Mutual Funds, Long Term Care Insurance, Disability Insurance, Annuities, Fee Based Money Management, College Funding 529 Plans, Taxation, Investments, Asset Allocation, 401(k), IRA, ROTH IRA, Asset Diversification, Section 1031 Tax-Deferred Exchanges, Tenant-In-Common Investments, Tenant-In-Common Securities,\"Like-Kind\" Exchanges of Real Property, Mortgage Lending, Cash-Out Refinancing, Reverse Mortgages
Experience
Registered Rep
Jan 2006 — Present
Education
Northern Illinois University
BS
1971 — 1976
Northern Illinois University
Masters
1987 — 1988
Skills
- Retirement
- Long Term Care
- Retirement Planning
- Investments
- Mutual Funds
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