Unclaimed
J. kelley Priestley is an active Registered Representative with J.p. Morgan Securities LLC and has been in the industry since February 3, 2022. J. kelley Priestley is located at 4041 Ogletown Stanton Rd in Newark, DE. J. kelley Priestley holds the Series 99TO and SIE exams. The firm is an active registered broker-dealer with FINRA and has a broad scope of advisory practice, including investment advisory, financial planning and portfolio management services for both individuals and businesses.
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
DE
02/04/2022 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 02/04/2022
Series 99TO - Operations Professional Examination
BC
Issued 12/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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