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Vincent K Kelly

J.p. Morgan Institutional Investments Inc.

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About Vincent K Kelly

Vincent K Kelly is a registered representative with J.p. Morgan Institutional Investments Inc. Vincent has been in the financial services industry since 1995 and is registered with the firm since 2004. Vincent holds Series 3, 7, 24, 53, and 63 licenses. Vincent is licensed in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Vincent Kelly is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

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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Vincent Kelly’s Registration & Firm History

NY

07/22/2004 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

IL

04/11/1995 - 07/26/2004

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/09/1991

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2004

Series 3 - National Commodity Futures Examination

BC

Issued 08/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent K Kelly.
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