Jacob Peter Adkins
Investment Adviser Representative at THE Kelly Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Peter Adkins is an investment adviser representative with The Kelly Group in Bel Air, MD, where they have been registered since 2022. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Cambridge Investment Research, Inc. and AXA Advisors, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First National BankDec 2016 – Jan 2017Bel Air, MD
- Salisbury UniversityAug 2016 – Dec 2016Salisbury, MD
- Kenneth Handy/AXA AdvisorsJun 2017 – Aug 2017Columbia, MD
- Salisbury UniversityAug 2014 – Dec 2017Salisbury, MD
- AXA Advisors, LLCJan 2018 – Jul 2018New York, NY
- Cambridge Investment Research Inc.(The Kelly Group)Oct 2018 – Oct 2020Fairfield, IA
- The Kelly GroupOct 2020 – no end date reportedBel Air, MD
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Kelly Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $100,0001.50%
- $100,001 to $200,0001.40%
- $200,001 to $300,0001.30%
- $300,001 to $400,0001.20%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Bel Air, MD
- SEC file number:
- 801-119450
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at THE Kelly Group
Showing 12 of 15 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Peter Adkins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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