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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 Michael Kelly has been an active advisor in the financial services industry since 1978. John Kelly is currently registered with &partners in Nashville, Tennessee. John Kelly has previously held positions at SunTrust Capital Markets, Inc., The Robinson-Humphrey Company, LLC, Volpe, Welty & Company, a California Limited Partnership, S.G. Warburg & Co. Inc., Rowe & Pitman, Inc., Hambrecht & Quist Incorporated, and Reynolds Securities, Inc. John Kelly has passed numerous securities exams including Series 7, Series 55, SIE, Series 57TO and Series 99TO. John Kelly currently holds a Series 63 license as well. John Kelly is registered with the state of Tennessee. John Kelly specializes in providing investment advice and portfolio management services to individuals, businesses, pension and profit-sharing plans and charitable organizations. John Kelly is committed to providing his clients with personalized financial advice and services. John Kelly is dedicated to helping clients reach their financial goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
08/23/2004 - Present
&partners (NASHVILLE TN)
GA
07/27/2001 - 01/29/2003
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
07/09/1993 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
CA
04/08/1991 - 04/30/1993
VOLPE, WELTY & COMPANY, A CALIFORNIA LIMITED PARTNERSHIP (SAN FRANCISCO CA)
NY
12/14/1984 - 01/04/1991
S.G. WARBURG & CO. INC. (NEW YORK NY)
NA
11/29/1984 - 12/11/1984
ROWE & PITMAN, INC.
NA
01/25/1978 - 10/26/1984
HAMBRECHT & QUIST INCORPORATED
NA
11/21/1975 - 01/14/1978
REYNOLDS SECURITIES, INC.
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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