Kelley Delesandri

Advisor at Edward Jones

Updated today

Location

Galveston, TX 77551

Credentials

CFP®, Series 66

Industry experience

3 years

About

Kelley Delesandri is a CFP®-designated financial advisor with three years of industry experience. She currently works at Edward Jones and previously held roles at Bank of America/Merrill Lynch and American Express. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a national network of over 23,000 advisors and 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

LGBTQIA

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

6710 Stewart Rd Ste 201

Galveston, TX 77551

Most active in

Texas

Work history

Edward Jones

2025 - Present (1 year)

Bank of America/Merrill Lynch

2022 - 2025 (3 years)

American Express

2011 - 2022 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Johnny S

Series 65

Texas City, TX

Salinas Asset Management, LLC

Johnny Salinas is the principal of Salinas Asset Management, LLC and holds a Series 65 credential with two years of industry experience. Prior to founding his firm, he worked at Equitable Advisors, LLC and served with the Texas State Securities Board. In addition to his advisory role, he owns and tutors for Financial Adviser Exam Tutors, LLC during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small pool of accounts. The firm employs a blend of technical, fundamental, quantitative, and qualitative analysis alongside asset-allocation theory and a barbell strategy, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Options & derivatives strategies Real estate investing Active portfolio management
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Michael G

Series 65

Santa Fe, TX

Goodrich Financial Advisory LLC

Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.

Options & derivatives strategies Business Financial Management Cash flow / budgeting General retirement planning Founder/Business Owner Executive
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Alfredo F

CFA®, Series 63, Series 65

Galveston, TX

Cypress Lane Advisors

Alfredo Felicella is a CFA® charterholder and registered investment advisor with Cypress Lane Advisors in Galveston, TX, bringing two years of industry experience. Prior to founding his firm, he held roles at Imaging Brands, Inc. and other private ventures. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small-business owners under a fiduciary standard. The firm’s investment approach emphasizes asset allocation with a top-down macroeconomic perspective, utilizing ETFs, no-load mutual funds, and selective individual securities, while integrating traditional investment management with small-business consulting.

Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
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Jason H

Series 66

Galveston, TX

Sanctuary Advisors, LLC

Jason Hardcastle is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Sanctuary Advisors, LLC. He has worked at Edward Jones since 2017 and previously held positions at the University of Texas Medical Branch. Outside of his advisory role, Hardcastle serves on several boards in Galveston, including Galveston Urban Ministries as Board President and the Galveston Park Board of Trustees, and he holds passive ownership in a local neighborhood wine and general store, Empouria, LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of sub-advisors and third-party platforms to implement distinct investment strategies.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Elizabeth K

Series 63, Series 66

Santa Fe, TX

Hornor, Townsend & kent, LLC

Elizabeth Kassen is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Citigroup, Bank of America, Merrill, and LPL Financial. Outside of her advisory role, she tutors individuals preparing for FINRA exams and manages a horse boarding business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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James M

Series 66

Santa Fe, TX

OSAIC Institutions, INC.

James Matthews is a Series 66 licensed financial advisor at OSAIC Institutions, Inc. with three years of industry experience. His prior roles include positions at Cetera, J.P. Morgan Securities, and Morgan Stanley. Outside of his advisory work, Matthews is a part owner of an automotive business, Matthews, Inc., where he provides business development assistance. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including customized financial planning and access to alternative investments through the CAIS platform. The firm’s approach blends fundamental and technical analysis with a strong emphasis on non-discretionary assets and integrates lending and cash-management solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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