Kelly Jones Investment Services, Inc.

The firm provides investment management and financial planning to individuals and a range of institutional and business clients, including banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. As of March 27, 2026 it managed roughly $10 million on a discretionary basis across 18 client relationships and offers ongoing asset management, hourly or fixed-fee planning, and pension consulting.

Investment approach combines strategic and tactical asset allocation using a core-and-satellite framework, with global diversification and both passive funds and select individual equity positions. The adviser employs option strategies (including covered call writing and cash‑secured puts) and adjusts positions tactically to enhance income or limit downside, trading under discretionary authority when clients grant limited power of attorney.

What is distinctive is that, despite being a single‑adviser independent firm, it serves multiple institutional and corporate client types and provides pension consulting and portfolio management for institutional accounts—services that are less common among similarly sized independent advisers. The firm also integrates a broad set of external research sources and explicitly uses options in separately managed accounts, which differentiates its implementation style from many peers.