Justin Kelly
Investment adviser representative at Compass Financial Management LLC
12 yearsExperience
1 stateRegistered in
$893.8MFirm assets
6 yearsFirm in business
Are you Justin Kelly? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Compass Financial Management LLCMay 2025 to now
- Equitable Advisors, LLC.Aug 2024 to now
- Northrop Grumman CorporationJun 2021 to Apr 2025
- Defense Intelligence AgencyFeb 2021 to Jun 2021
- Patriot Group InternationalApr 2014 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 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
- 7973971
- Firm CRD
- 156345