Kelly Jo Crockett
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Kelly Jo Crockett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2025 to now
- Cambridge Investment Research, Inc.Mar 2025 to now
- Truist Advisory Services, IncJan 2023 to Mar 2025
- Truist Investment Services, IncJan 2023 to Mar 2025
- Commonwealth Financial NetworkJan 2022 to Dec 2022
- Dunlap & Associates Wealth ManagementJan 2022 to Dec 2022
- Wells Fargo Bank, NAApr 2021 to Dec 2021
- Wells Fargo Clearing Services, LLCApr 2021 to Dec 2021
- Suntruest Investment Services, IncOct 2016 to Apr 2021
- Suntrust Advisory Services, LLCOct 2016 to Apr 2021
- Suntrust BankOct 2016 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 4421521
- Firm CRD
- 134139