Best Investors Account Sign in

Kelly Cofer Malone

J.P. Morgan Securities LLC

Lindon, UT

Cedar Hills, UT

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-23
TX RA APPROVED 2026-02-20
  • UT RA
    APPROVED
    Since 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-20

Branch Locations

579 N State St, Lindon, UT 84042 • United States

4782 W Cedar Hills Dr, Cedar Hills, UT 84062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Cedar Hill UT 02/2026 Present
Jpmorgan Chase Bank, N.A. Cedar Hills UT 02/2026 Present
Unemployed Salt Lake City UT 04/2024 01/2026
E*Trade By Morgan Stanley Sandy UT 07/2000 03/2024
  • 02/2026 → Present
    J.P. Morgan Securities Llc
    Cedar Hill, UT
  • 02/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Cedar Hills, UT
  • 04/2024 → 01/2026
    Unemployed
    Salt Lake City, UT
  • 07/2000 → 03/2024
    E*Trade By Morgan Stanley
    Sandy, UT
Previous Registrations
  • 2023-09-05 → 2024-04-08
    Morgan Stanley
    Sandy, UT
  • 2014-06-27 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Sandy, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-25
S63 Uniform Securities Agent State Law Examination 2000-09-20
  • S66 Uniform Combined State Law Examination
    2014-06-25
  • S63 Uniform Securities Agent State Law Examination
    2000-09-20
Other Names
  • Kelley Anne Cofer
  • Kelley A Cofer
  • Kelley A Malone
  • Kelly Cofer Malone
  • Kelley Cofer Malone
  • Kelly Anne Cofer

View on SEC IAPD

Other Firms

OXFORD WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARTEGIUS CAPITAL INC.
SYMMETRY PARTNERS
TRIAD WEALTH PARTNERS, LLC
TIMPANOGOS FINANCIAL ADVISORS, INC.
PETERSON WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

TAYLOR M VOWLES
CAMERON JACOB ARCHIBALD
RICHARD WAYNE ANDERTON
Joaquin Zavala
Isaac Bartholomew
Jon Rhen Brown
John Charles Clement
JASON LEE GOOLD

Other Offices

OXFORD WEALTH MANAGEMENT · LINDON, UT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Lindon, UT
ARTEGIUS CAPITAL INC. · LINDON, UT
SYMMETRY PARTNERS · LINDON, UT
TRIAD WEALTH PARTNERS, LLC · Orem, UT
TIMPANOGOS FINANCIAL ADVISORS, INC. · OREM, UT
PETERSON WEALTH ADVISORS, LLC · OREM, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Orem, UT

More in Lindon, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor