Kelly Jernigan J.D., CFA® Senior Vice President, Director, Family Wealth Strategy

Kelly is the director of family wealth strategy and a portfolio manager with Commerce Trust. He is responsible for developing and executing investment solutions for family office clients and oversees the Commerce Trust investment policy committee to help guide our portfolio management process. Kelly will continue to service key client relationships as portfolio manager, understanding the client’s needs as well as assessing the client’s entire financial situation. He works with our investment research team to construct a portfolio to help clients achieve their long-term goals. Kelly joined Commerce in 2012, bringing with him over a decade of experience in the financial services industry. He earned both a Bachelor of Arts in political science and a Juris Doctor from the University of Kansas. Kelly is a member of the CFA Institute and Kansas City Society of Financial Analysts. He holds the Chartered Financial Analyst® designation and is a graduate of the Advanced Leadership Development Program at Commerce.

Legacy Planning for Future GenerationsLegacy Planning for Future Generations

For high-net-worth families, engaging the next generation in your estate planning provides a foundation for the smooth transfer of generational wealth and responsible stewardship of family assets into the future. Explore estate planning articles from the Private Wealth Management team at Commerce Trust.

For high-net-worth families, engaging the next generation in your estate planning provides a foundation for the smooth transfer of generational wealth and responsible stewardship of family assets into the future. Explore estate planning articles from the Private Wealth Management team at Commerce Trust.

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