Ryan Kelton

Next-Gen + Best-in-State · rank 32 · Latham, New York · listed firm: Kelton Financial Group | Raymond James

Identity & firm

• Firm — Kelton Financial Group | Raymond James Financial Services (high)
  • “Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC , marketed as Kelton Financial Group.” — firm_official
• Parent company — Raymond James Financial, Inc. (high)
  • “© 2026 Raymond James Financial, Inc.” — firm_official
• Firm type — ibd_rep (high)
  • “Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC , marketed as Kelton Financial Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. K” — firm_official
  • “"firmName": "RAYMOND JAMES FINANCIAL SERVICES, INC.", "firmId": 6694, "registrationBeginDate": "9/3/2019"” — sec_finra_regulatory
• Team name — The Kelton Financial Group (high)
  • “At The Kelton Financial Group, our team’s mission is to manage and preserve your wealth in a way that frees you to focus on what’s really important to you, with the confidence to live your life fully.” — firm_official
• Team size — 10 (high)
  • “Ryan Kelton, CFP ® , ChFC ® Partner, The Kelton Financial Group Financial Advisor, RJFS Sean Kelton, CFP ® Partner, The Kelton Financial Group Financial Advisor, RJFS Lauri Spargo Chief Operating Officer, The Kelton Fina” — firm_official
• CRD — 4801246 (high)
  • “"individualId": 4801246, "firstName": "Ryan", "lastName": "Kelton"” — sec_finra_regulatory
• Years experience — 11 (medium)
  • “Ryan Kelton joined the Kelton Financial Group in 2015, after working for four years at GE Capital, the financial services division of General Electric” — firm_official
• Designations — CFP, ChFC (high)
  • “Ryan Kelton, CFP ® , ChFC ® Partner, The Kelton Financial Group Financial Advisor, RJFS” — firm_official

Book of business

• Team AUM ($M) — 1500 (high)
  • “{"rank":31,"firm":"Kelton Financial Group | Raymond James Financial Services","city":"Latham","state":"New York","minAccountSize":"$0","teamAssets":"$1.5B","typicalNetWorth":"$3-20M","typicalHouseholdSize":"$500K-20M"}” — forbes_shook
• Account minimum ($M) — 0 (high)
  • “"Minimum account size for new business":"$0"” — forbes_shook
• Typical client net worth ($M) — 3 (high)
  • “"Typical Net Worth of Relationships":"$3-20M"” — forbes_shook
• Client niche — corporate executives with equity compensation and concentrated stock (high)
  • “We understand the challenges you face, such as finding solutions for concentrated stock positions and strategies to protect your family and your legacy. Our experience extends to all types of executive transactions, equi” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC , marketed as Kelton Financial Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..” — firm_official

Positioning & marketing

• Website url — https://www.kelton-financial.com/ (high)
  • “The Kelton Financial Group 11 Sunset Dr. Latham, NY 12110 O: 518.690.7996 F: 518.657.3120” — firm_official
• Value proposition (verbatim) — An experienced team to help you Turn vision into reality. At The Kelton Financial Group, our team’s mission is to manage and preserve your wealth in a way that frees you to focus on what’s really important to you, with the confidence to live your life fully. So let’s get started. Outline the vision. Create the plan. Make things happen. (high)
  • “An experienced team to help you Turn vision into reality Each day you use your ingenuity and skill to make things happen – leaving little time or energy to focus on your future. As your financial guide, we can apply that” — firm_official
• Differentiators — Core values of trust, integrity and in-depth wealth-management knowledge, Financial plans tailored to each individual client's lifestyle, values and goals, Deliberately overlooks passing market trends in favor of long-term strategies, Executive-transaction depth: 10b5-1 plans, ESOPs, cashless option exercises, concentrated stock, Diverse designations across the team (multiple CFP and ChFC holders) (high)
  • “At the Kelton Financial Group, our core values are that firm bedrock, helping us build long-term relationships based on mutual trust, unwavering integrity and our in-depth knowledge of wealth management. Our diverse back” — firm_official
  • “We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your finan” — firm_official
• Content marketing — occasional (low)
  • “Resources Resources KFG Videos Make A Payment insights and Commentary Client Access Videos WorthWhile” — firm_official
• Has podcast — no (medium)
  • “Resources Resources KFG Videos Make A Payment insights and Commentary Client Access Videos WorthWhile” — firm_official
• Books published — 0 (medium)
  • “Ryan Kelton, CFP ® , ChFC ® Partner, The Kelton Financial Group Financial Advisor, RJFS” — firm_official
• Linkedin url — gap: not_found_after_search
• Social presence — none (low)
  • “The Kelton Financial Group 11 Sunset Dr. Latham, NY 12110 O 518.690.7996 F 518.657.3120 Map & Directions Map & Directions envelope” — firm_official
• Press awards — Raymond James Private Wealth Advisor designation (medium)
  • “He has earned the Private Wealth Advisor designation from Raymond James, which reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth.” — firm_official

Visual brand

• Has distinct logo — yes (high)
  • “<img src="/-/media/RJ/Advisor-Sites/Sites/k/e/keltonfinancial/Images/Group-Logos/logo-circle.png?la=en&h=131&w=131&hash=B5E5B65F5B352A1C4835DDF8AB24CA92"” — firm_official
• Logo url — https://www.kelton-financial.com/-/media/RJ/Advisor-Sites/Sites/k/e/keltonfinancial/Images/Group-Logos/logo-circle.png?la=en&h=131&w=131&hash=B5E5B65F5B352A1C4835DDF8AB24CA92 (high)
  • “<img src="/-/media/RJ/Advisor-Sites/Sites/k/e/keltonfinancial/Images/Group-Logos/logo-circle.png?la=en&h=131&w=131&hash=B5E5B65F5B352A1C4835DDF8AB24CA92"” — firm_official
• Visual brand notes — Raymond James advisor-site template: circular team logo badge, blue-and-neutral corporate palette, clean sans-serif hierarchy, aspirational lifestyle photography paired with pull-quotes from Saint-Exupery, Buffett and Goodall. (high)
  • ““A goal without a plan is just a wish.” Antoine de Saint-Exupery” — firm_official

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