Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Colwell Rogers is a financial advisor with over 15 years of experience in the industry. Kelly has a strong background in securities and investment advisory services. Kelly is registered to provide investment advice in Texas and has licenses in multiple states for securities trading. Kelly holds the Series 7, Series 63 and Series 65 licenses. Kelly has also earned the Chartered Financial Analyst (CFA) designation. Kelly is currently employed by J.p. Morgan Securities LLC and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Kelly is also a Director and Trustee for the Human Rights Initiative of North Texas, an organization that provides free legal and social services to victims of human rights abuses.
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
TX
09/26/2023 - Present
J.p. Morgan Securities LLC (Dallas TX)
TX
09/01/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DALLAS TX)
IA
Issued 05/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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