Laura Jean Kelly
Investment adviser representative at Evanson Financial, LLC dba Evanson Asset Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Evanson Financial, LLC dba Evanson Asset ManagementApr 2026 to now
- Evanson Financial, LLCApr 2026 to now
- Evanson Asset Management, LLCSep 2013 to Mar 2026
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Evanson Financial, LLC dba Evanson Asset Management
Legal name: Evanson Financial, LLC
$5.8BAssets managed
980Clients
4Advisers
Under 1 yearIn 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
- 5321371
- Firm CRD
- 340506