top of page

Jeff Kelley

1603 Carmody Ct Ste 300

Sewickley, PA

15143

Phone:

Email:

412-528-1937

Interests:

  • Spending time with his wife, Carol, family, and friends

  • Playing with his grandchildren

  • Being in the outdoors

  • Giving back to the community

Community Participation:

  • 2014 Chairman’s Award from Spina Bifida of Western Pennsylvania for volunteer of the year

  • Board of Directors for Wounded Warriors Hunting Camp

  • Fellowship of Christian Athletes

  •  Archery Board of Directors for North Side Sportsmen’s Association

Areas of Focus:

  •  Retirement Planning Strategies

  • Small Business

  • Estate Planning Strategies

  • Charitable Giving

  • Family Finances

Experience:

  • 32 years of service

Qualifications:

  • AAMS Accredited Asset Management Specialist

  • FINRA Series 7, 9 & 10, 26, and 63 registrations through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

  •  Life, Accident, & Health Insurance Licenses   

Education:

  • Geneva College

bigstock-navy-background-2827031.jpg
Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

  • LinkedIn - Grey Circle
  • Facebook
bigstock-navy-background-2827031.jpg

​

 

LPL Financial Form CRS

 

Form CRS

​

Check the background of your financial professional on FINRA's BrokerCheck.

​

Securities offered through LPL Financial, member FINRA/SIPC. 

​

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

​

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

​

Privacy Policy

​

Terms of Use

bottom of page