Profile
Mr. Bradley Kelly is a Junior Investment Analyst at AJ Wealth Strategies LLC.
He assists with client specific needs and working with Schwab Institutional and Fidelity.
He also works as support for the investment management team, primarily in research and analyzing portfolio accounting reports.
Additionally, he works alongside analysts to ensure that clients’ transactional needs are met, specifically money movement, charitable donations and wires.
He has both a BBA and MBA from Campbell University.
Former positions of Brad Kelly
| Companies | Position | End |
|---|---|---|
AJ Wealth Strategies LLC
 AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s). | Analyst-Equity | - |
Training of Brad Kelly
| Campbell University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
AJ Wealth Strategies LLC
AJ Wealth Strategies LLC Investment ManagersFinance AJ Wealth Strategies LLC (AJ Wealth) is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2012 by Andrew Cooper and Justyn Volesko. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. AJ Wealth offers investment advisory services to individuals, high-net-worth individuals, trusts, estates and certain pooled investment vehicle(s). | Finance |
- Stock Market
- Insiders
- Brad Kelly
