J Kelly Associates

J Kelly Associates, headquartered in Jacksonville, Florida, is a privately held company established in 2002. With 24 employees, the firm focuses on providing exceptional service in the transition space. J Kelly Associates specializes in providing transactional support, particularly for financial advisors transitioning to new firms. Their expertise encompasses seamless project management, ensuring a smooth transition experience for clients. The company prides itself on delivering personalized solutions that prioritize the human aspect of transitions, fostering strong relationships with clients, employees, and their respective customers. A core differentiator for J Kelly Associates is its emphasis on valuing and trusting its employees to deliver exceptional client experiences. This philosophy has cultivated a team dedicated to building strong client relationships founded on trust and mutual benefit. This commitment to people-first principles results in enhanced processing capabilities, robust client relationships, strict adherence to regulatory requirements, and consistently exceeding client expectations. To learn more about J Kelly Associates and their comprehensive transition solutions, please visit their website at jkatransitions.com.