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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Martin Kelley is a financial advisor with Morgan Stanley. John has been in the industry since February 24, 1993. John has earned Series 7, 9, 10, 63, 65, and 66 securities licenses and has been registered in numerous states. John also has experience at other financial institutions including WELLS FARGO ADVISORS, LLC and JANNEY MONTGOMERY SCOTT LLC. John's current employer is Morgan Stanley and John is currently registered in New Jersey, and Texas for both securities and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
07/05/2023 - Present
Morgan Stanley (Northfield NJ)
NJ
02/17/2006 - 05/18/2010
WELLS FARGO ADVISORS, LLC (SOMERS POINT NJ)
NJ
06/16/1997 - 03/15/2006
JANNEY MONTGOMERY SCOTT LLC (LINWOOD NJ)
NY
02/25/1993 - 06/23/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/26/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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