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John David Kelley

Franklin Distributors, LLC

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About John David Kelley

John David Kelley is a financial advisor with over 12 years of experience in the industry. John has a Series 7, Series 66 and SIE licenses. John is currently registered with Franklin Distributors, LLC and has been working with them since 2021. Before that, John worked with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Securities Service Network, Inc., Morgan Stanley Smith Barney, and Heim, Young & Associates, Inc. John is registered in 53 states.

Firm Information

John Kelley is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Kelley’s Registration & Firm History

FL

07/07/2021 - Present

Franklin Distributors, LLC (St. Petersburg FL)

FL

03/18/2014 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

FL

03/05/2014 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

MO

02/13/2012 - 04/30/2013

SECURITIES SERVICE NETWORK, INC. (SPRINGFIELD MO)

MO

03/26/2010 - 09/07/2011

MORGAN STANLEY SMITH BARNEY (SPRINGFIELD MO)

MO

03/10/2009 - 04/23/2010

HEIM, YOUNG & ASSOCIATES, INC. (SPRINGFIELD MO)

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Licenses & Designations

BOTH

Issued 04/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David Kelley.
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