Advisor at Chesapeake Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Chesapeake Capital Management, LLC
Location
Belcamp, MD 21017
Credentials
Series 65
Industry experience
< 1 year
Jakob Kelly is a financial advisor at Chesapeake Capital Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Chesapeake Capital Management, he worked in various roles including at Ram Landscaping and State Farm. Outside of advisory work, he has worked as a restaurant waiter at Liberatore's Ristorante & Catering since 2020. Chesapeake Capital Management serves individual and high-net-worth clients by providing portfolio management and financial planning through a team of seven advisors. The firm offers both discretionary and non-discretionary advisory solutions, client education programs, and a wrap-fee management option.
Based on Chesapeake Capital Management, LLC
4692 Millennium Drive, Suite 307
Belcamp, MD 21017
Maryland · Pennsylvania
Chesapeake Capital Management, LLC
2024 - Present (2 years)
Ram Landscaping
2022 - 2023 (1 year)
State farm
2021 - 2022 (1 year)
Fallsten Pharmacy
2021 - 2022 (1 year)
Liberatore's Ristorante & Catering
2020 - Present (6 years)
Italian Sensations
2017 - 2020 (3 years)
STUDENT
2015 - 2017 (2 years)
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Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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