Jim Kelly

Current

• President at Jim Kelly, Inc

Education

• Northern Illinois University
• Northern Illinois University

Recommended

22 people have recommended Jim

Connections

412 connections

Industry

Financial Services

Jim Kelly’s Summary

I help families with their finances

I am a professional wealth manager, and I believe the future is all about comprehensive planning.

I have series 7, 63 and 66 securities registrations which allow me to sell securities, including funds for retirement and college savings plans through my affiliation with Genworth Financial Securities Corp. I’m insurance licensed – Life insurance, annuities, disability, Long-term care. I offer fee-based advisory services for larger portfolios through my affiliation with Genworth Financial Advisers Corp. I am a mortgage loan officer, and an IRS enrolled agent – I can represent my clients before the IRS.

In short – I do it all. And, more importantly, I can see how it all fits together

I think almost anyone would benefit from a discussion with me – and I don’t charge to talk to people.

Jim Kelly’s Specialties:

Retirement, Retirement Planning, Guaranteed Life Time Income, Life Insurance, Mutual Funds, Long Term Care Insurance, Disability Insurance, Annuities, Fee Based Money Management, College Funding 529 Plans, Taxation, Investments, Asset Allocation, 401(k), IRA, ROTH IRA, Asset Diversification, Section 1031 Tax-Deferred Exchanges, Tenant-In-Common Investments, Tenant-In-Common Securities, "Like-Kind" Exchanges of Real Property, Mortgage Lending, Cash-Out Refinancing, Reverse Mortgages

Additional Information

Jim Kelly’s Interests:

Retirement, Retirement Planning, Guaranteed Life Time Income, Life Insurance, Mutual Funds, Long Term Care Insurance, Disability Insurance, Annuities, Fee Based Money Management, College Funding 529 Plans, Taxation, Investments, Asset Allocation, 401(k), IRA, ROTH IRA, Asset Diversification, Section 1031 Tax-Deferred Exchanges, Tenant-In-Common Investments, Tenant-In-Common Securities, "Like-Kind" Exchanges of Real Property

Jim Kelly’s Contact Settings

Interested In:

• consulting offers
• expertise requests
• business deals
• reference requests
• getting back in touch