J Kelly & Associates

Business Services · Florida, United States · 11-50 Employees

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Overview

Headquarters

1354 N Laura St, Jacksonville, Florida, ...

Phone Number

(904) 647-9597

Revenue

$6 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
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About J Kelly & Associates

J. Kelly & Associates specializes in providing transition support for financial advisors moving to new brokerage firms, offering services that include on-site, remote, and hybrid support. Founded in 2002, the company focuses on enhancing the human experience during stressful transitions, ensuring clients can maintain their customer relationships while J. Kelly handles the logistics. Their offerings are designed to be flexible and comprehensive, catering to the unique needs of brokers and financial advisors of all sizes. With nearly 20 years of experience, J. Kelly & Associates is committed to improving lives through dependable and efficient transition services.Explore more
J Kelly & Associates's Social MediaPopular SearchesJ Kelly & AssociatesJ Kelly & Associates LLCJ Kelly & LLCJ Kelly Associates LLCJ Kelly & Associates ISIC Code 87,874NAICS Code 54,541Show more

J Kelly & Associates Org Chart

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Vice President, Transition Operations

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Vice President, Internal Operations

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Supervisor, Transition Team

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

J Kelly & Associates

$6M
11-50
Private
-
2002
LW
Lindsay WashaVice President, Transition Operations
$18.7M
51-200
Private
<$5M
2000
KB
Kevin BerwaldNational Sales Manager & Vice President, Distribution
$5.1M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
<$5M
2017
JS
Joyce SchneiderManager, Operations & Marketing
<$5M
1-10
Private
-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

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Among all Business Services companies

Low Activity

High Activity

Activity Insights

J Kelly & Associates is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

J Kelly & Associates is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about J Kelly & Associates.

J Kelly & Associates Tech Stack

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Frequently Asked Questions Regarding J Kelly & Associates

What is J Kelly & Associates's official website?
J Kelly & Associates's official website is www.jkatransitions.com
What is J Kelly & Associates's Revenue?
J Kelly & Associates's revenue is $6 Million
What is J Kelly & Associates's SIC code?
J Kelly & Associates's SIC: 87,874
What is J Kelly & Associates's NAICS code?
J Kelly & Associates's NAICS: 54,541
How many employees does J Kelly & Associates have?
J Kelly & Associates has 11-50 employees
What industry does J Kelly & Associates belong to?
J Kelly & Associates is in the industry of: Business Services, Project Management
What is J Kelly & Associates competition?
J Kelly & Associates top competitors include: Investment Services Group, Regal Financial Group, Holliger Financial Consultants, Uncommon Cents Investing
What technology does J Kelly & Associates use?
Some of the popular technologies that J Kelly & Associates uses are: Google Workspace, Gmail, BlueHost
How do I contact J Kelly & Associates?
J Kelly & Associates contact info: Phone number: (904) 647-9597 Website: www.jkatransitions.com
What does J Kelly & Associates do?

J. Kelly & Associates specializes in providing transition support for financial advisors moving to new brokerage firms, offering services that include on-site, remote, and hybrid support. Founded in 2002, the company focuses on enhancing the human experience during stressful transitions, ensuring clients can maintain their customer relationships wh... ile J. Kelly handles the logistics. Their offerings are designed to be flexible and comprehensive, catering to the unique needs of brokers and financial advisors of all sizes. With nearly 20 years of experience, J. Kelly & Associates is committed to improving lives through dependable and efficient transition services.Read More

What are J Kelly & Associates social media links?
J Kelly & Associates Linkedin page J Kelly & Associates Twitter page J Kelly & Associates Facebook page
Is J Kelly & Associates a public company?
J Kelly & Associates is private company therefore does not currently have an official ticker symbol
See more information about J Kelly & Associates

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