Kevin Thomas Kelly
Investment adviser representative at Sjs Investment Services
26 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Sjs Investment ServicesFeb 2004 to now
- Sjs Investment ConsultingJan 2000 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (OH).
Sjs Investment Services
Legal name: Sjs Investment Consulting Inc
$2.9BAssets managed
1,055Clients
19Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4154606
- Firm CRD
- 107219