Mary Jane Kelly
Investment Adviser Representative at Kelly Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mary Jane Kelly is an investment adviser representative with Kelly Wealth Management, Inc. in Royal Oak, MI, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with J. W. COLE Advisors, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
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.
- J.w. COLE Advisors, Inc.Feb 2020 – Dec 2023Tampa, FL
- Copper Partners II, Inc. D/b/a Kelly Capital PartnersMar 2012 – no end date reportedSouthfield, MI
- Kelly Wealth Management, IncDec 2023 – no end date reportedSouthfield, MI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kelly Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- First $250,0001.48%
- Next $250,0001.38%
- Next $500,0001.33%
- Next $1,000,0001.30%
+1 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
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Royal Oak, MI
- SEC file number:
- 801-129066
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 20, 2026
View full firm profileOther advisors at Kelly Wealth Management, Inc.
1 other advisor in the directory
View Kelly Wealth Management, Inc. firm profileSimilar advisors in Royal Oak, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mary Jane Kelly 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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