Ethan Michael Kelly
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Aug 2026 to now
- UBS Financial Services Inc.May 2025 to Aug 2026
- Heartland BankSep 2024 to Mar 2025
- UBS Financial ServicesMay 2024 to Aug 2024
- UBS Financial ServicesJun 2023 to Aug 2023
- The Ohio State UniversityAug 2022 to May 2025
- Urban Meyer's Pint HouseSep 2020 to Aug 2024
- Columbus State Community CollegeAug 2020 to Jul 2022
- Leo's RistoranteApr 2018 to Jul 2021
- Howland High SchoolAug 2016 to Jun 2020
- UnemployedJan 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7744499
- Firm CRD
- 705