Raymond Joseph Kelly Jr
Investment Adviser Representative at Bankers LIFE Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Raymond Joseph Kelly Jr. is an investment adviser representative with Bankers LIFE Advisory Services, Inc. in Williamsport, PA, where they have been registered since 2018. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Advisors Capital Management, LLC and Curian Capital, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Delaware.
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:
- Delaware
- Broker:
5 states and territories
Delaware, Florida, Maryland, New Jersey, Pennsylvania
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.
- Allianz Life of North AmericaJan 2016 – Dec 2017Mpls, MN
- Allianz Life Financial Services LLCJan 2016 – Dec 2017Mpls, MN
- Bankers Life SecuritiesSep 2018 – no end date reportedWilliamsport, PA
- UnemployedJan 2018 – Sep 2018Minneapolis, MN
- Bankers Life & Casualty LLCSep 2018 – no end date reportedWilliamsport, PA
- Bankers Life AdvisoryOct 2018 – no end date reportedWilliamsport, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bankers LIFE Advisory Services, 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
- Other
- Greater than $4 million0.30%
- $2 million to $4 million0.40%
- $1 million to $2 million0.50%
- $1 million and below1.25%
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
Fee-based investment management including Professional Third-Party Portfolio Management and Trading, Portfolio Rebalancing, Annual Asset Based Management Fee Structure, Fiduciary Standard of Care, and Quarterly Performance Reporting.
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:
- 533
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Chicago, IL
- SEC file number:
- 801-106953
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 Bankers LIFE Advisory Services, Inc.
Showing 12 of 533 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. Raymond Joseph Kelly Jr 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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