Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly A McCrary is a financial advisor currently affiliated with J.p. Morgan Securities LLC. Kelly's primary location is New York, NY. Kelly has been in the industry since May 3, 2015, and has Series 99 and SIE licenses. Kelly specializes in providing financial services to individuals and corporations. Prior to joining J.p. Morgan Securities LLC, Kelly was affiliated with FIRST REPUBLIC SECURITIES COMPANY, LLC in SANTA ROSA, CA.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/29/2023 - Present
J.p. Morgan Securities LLC (New York NY)
CA
05/04/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SANTA ROSA CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Kelly McCrary is the right advisor for you? Invested Better is here to help.
