Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher B. Kelly is a financial advisor with J.p. Morgan Securities LLC. Christopher has been in the financial services industry since 2003 and holds licenses in New York and Texas. Christopher is a Certified Financial Planner and has passed various exams including the Series 7, Series 10, Series 24, and Series 65 exams. Christopher has a strong background in financial planning, portfolio management for businesses and individuals, and pension consulting. Christopher is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
12/01/2016 - Present
J.p. Morgan Securities LLC (Dallas TX)
NY
09/20/2010 - 03/02/2016
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
HI
12/15/2004 - 04/27/2010
AXA ADVISORS, LLC (HONOLULU HI)
NY
03/07/2002 - 08/13/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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