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John Gregory Kelly

Dinan Capital Advisors

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About John Gregory Kelly

John Gregory Kelly is an investment advisor with Dinan Capital Advisors. John has been in the financial industry since March 29, 2011 and is registered with FINRA and the state of Arizona. John holds the Series 63, Series 65, Series 79, and Series 24 licenses. John is also a registered representative with Dinan Capital Advisors.

Firm Information

John Kelly is currently registered with Dinan Capital Advisors. Dinan Capital Advisors is a Limited Liability Company formed on February 16, 2011. The firm is registered in Arizona, California, Georgia, Illinois, and Tennessee and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

25

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 Kelly’s Registration & Firm History

AZ

01/04/2012 - Present

Dinan Capital Advisors (PHOENIX AZ)

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Licenses & Designations

BC

Issued 08/19/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Gregory Kelly.
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