Joel Kelner has been an investment adviser representative at TT Capital Management since November 2013, and is not listed among the firm’s executive officers or direct owners.
TT Capital Management LLC is a firm with $190M under management, 296 clients and 4 advisers across 5 offices, as of its August 2026 filing.
Joel Kelner’s longest registration is the current one, 12 years at TT Capital Management since 2013.
- TTCM LLC– · 1 yearIrvine, CA · Adviser representative · Firm CRD 168371
- T&T Capital ManagementCurrent– present · 12 yearsCoto De Caza, CA · Adviser representative · Firm CRD 158407
Investment adviser representative registrations
Joel Kelner is registered as an investment adviser representative in California, since November 2013.
- CaliforniaSince 12 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2013 |
| Series 3 | National Commodity Futures Examination | 8 December 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Full name
- Joel Thomas Kelner
- CRD
- 5865866
- Firm
- TT Capital Management · CRD 158407
- Office
- Coto De Caza, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Kelner work?
Joel Kelner is an investment adviser representative registered through TT Capital Management LLC since November 2013, and is not listed among the firm’s executive officers or direct owners.
Is Joel Kelner a financial advisor?
Yes. Joel Kelner has a current investment-adviser registration in California, through TT Capital Management since November 2013.
How many years of experience does Joel Kelner have?
Joel Kelner has 12 years in the financial industry, since November 2013, across 2 adviser firms.
What exams has Joel Kelner passed?
Joel Kelner has passed 2 licensing exams: the Series 3 and Series 65. The earliest, the Series 3, was passed in December 2008.
Where is Joel Kelner based?
Joel Kelner’s registered office is in Coto De Caza, CA.
Is Joel Kelner registered with FINRA?
No. Joel Kelner has no current broker registration.
How can I verify Joel Kelner’s record?
Search CRD 5865866 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Kelner’s full registration record.
