Kelly Cofer Malone

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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