Jessica “Jess” Kelton is the wealth services manager with The Kelton Financial Group. In her role she serves as an integral member of the firm’s investment team. Jess helps our clients navigate online access to their accounts, manages all matters relating to 529 accounts, and assists new clients with ins and outs of their new accounts. Jess has her Series 7 and Series 63 and is studying for the NYS Life, Accident and Health insurance license.
Prior to joining the Kelton Financial team, Jess was both investment operations associate and an intern manager at Bernstein Private Wealth Management in San Francisco. In her position, she assisted clients with live market trades, managed account maintenance projects, and prepared allocation reports and proposals.
Jess has Bachelor of Arts in Economics from University of California, Santa Barbara.
As a recent transplant to upstate New York, she enjoys exploring new restaurants and the local farmers’ markets, spending time with family in New Jersey, and skiing in the Adirondacks. She is a longtime fan of the NY Giants and the NY Yankees