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Kevin Michael Kelly

Citizens JMP Securities, LLC

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About Kevin Michael Kelly

Kevin Michael Kelly is a financial professional with over 20 years of experience in the industry. Kevin is currently registered with Citizens JMP Securities, LLC and has previously worked at Citizens Capital Markets, Raymond James & Associates, Inc., CertusSecurities, Inc., Cortview Capital Securities LLC, Cross Point Capital LLC, and Banc of America Securities LLC. Kevin specializes in providing investment advice and financial planning services to individuals and families. He is committed to helping his clients achieve their financial goals.

Firm Information

Kevin Kelly is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin Kelly’s Registration & Firm History

NC

08/01/2023 - Present

Citizens JMP Securities, LLC (CHARLOTTE NC)

NC

02/13/2018 - 08/01/2023

CITIZENS CAPITAL MARKETS (CHARLOTTE NC)

NC

09/19/2014 - 02/03/2017

RAYMOND JAMES & ASSOCIATES, INC. (CHARLOTTE NC)

NC

03/28/2013 - 07/15/2014

CERTUSSECURITIES, INC. (CHARLOTTE NC)

NC

01/14/2011 - 08/24/2011

CORTVIEW CAPITAL SECURITIES LLC (CHARLOTTE NC)

NC

11/16/2009 - 01/26/2011

CROSS POINT CAPITAL LLC (CHARLOTTE NC)

NC

01/11/1999 - 11/27/2007

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 12/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2018

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 01/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Michael Kelly.
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