Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kelly has been in the financial industry since 1998. John Kelly is currently registered with Brandes Investment Partners, LP and is based in San Diego, California. Prior to joining Brandes Investment Partners, LP, John Kelly worked for several other firms including ALPS Distributors, Inc., Quasar Distributors, LLC, and Nuveen Securities, LLC. John Kelly specializes in providing investment advisory services to individuals, investment companies, pooled investment vehicles, and businesses.
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.
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.
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.
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.
1
2
CA
11/07/2024 - Present
Brandes Investment Partners, LP (SAN DIEGO CA)
CO
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
03/05/2012 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
04/19/2010 - 11/21/2011
NUVEEN SECURITIES, LLC (CHICAGO IL)
ME
09/24/2008 - 04/15/2010
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
10/04/2001 - 12/31/2007
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
02/17/2000 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
10/12/1995 - 11/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/27/1995 - 10/10/1995
BUCKHEAD FINANCIAL CORPORATION
IA
Issued 12/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Kelly is the right advisor for you? Invested Better is here to help.
