Kelli Jane Vance
Investment adviser representative at Brown Edwards Wealth Strategies
27 yearsExperience
2 statesRegistered in
PFSDesignation
$403.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Alliance Wealth Strategies dba Brown Edwards Wealth StrategiesMay 2023 to now
- Brown Edwards Wealth StrategiesJan 2020 to now
- Brown Edwards & Co LLPJan 2018 to now
- Alliance Wealth Strategies, LLCJan 2020 to May 2023
- Gibbons & KawashJan 1999 to Dec 2017
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (VA, WV).
Brown Edwards Wealth Strategies
Legal name: Alliance Wealth Strategies, LLC
$403.3MAssets managed
217Clients
8Advisers
7 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
- 7209156
- Firm CRD
- 173559