John
Kelly

J.P. Morgan Securities LLC

CRD#1195747
Investment Advisor
in New York, NY
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About this Advisor

John Kelly is a certified financial planner in New York, New York. Currently a registered advisor at J.P. Morgan Securities LLC, Kelly has 12 years of professional experience. Kelly has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Kelly is able to operate in Louisiana, Texas and North Carolina. The advisor has gained experience at Citigroup Global Markets Inc, J.P Morgan Securities Inc and Jpmorgan Chase Bank, N.A. J.P. Morgan Securities LLC is headquartered in New York, New York, and has 5,365 offices in the nation. In total, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 client accounts and employs more than 5,713 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. J.P. Morgan Securities LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

277 Park Avenue 2Nd and 3Rd Floor
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

NY Average: $7,464,549,021
Total Number of Employees

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Kelly Work History

John has 12 years of experience.

2010 - Present (9 years)

Jpmorgan Chase Bank, N.A

2009 - Present (10 years)

J.P Morgan Securities Inc

2006 - 2009 (3 years)

Citigroup Global Markets Inc

Disclosures

John Kelly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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