Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Brian Kelly is a financial advisor registered with J.P. Morgan Securities LLC in New York, NY. John has been working in the financial industry since 1987. John has a Series 3, 7, and 63 license, as well as a Series 65. John is a Certified Financial Planner. In addition to his work at J.P. Morgan Securities, John also serves as a Trustee for the Trust of Jerome Borski.
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
NY
03/18/2010 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/21/2006 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
03/14/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/26/1989 - 03/19/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/01/1987 - 08/17/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 08/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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