Kelly Joy Legaye

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

• 08/2014 → 02/2023
  Goldman Sachs & Co.
  New York, NY
• 03/2023 → 03/2023
  Unemployed
  New York, NY
• 04/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 04/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY

Other Businesses

Entity Name: Westchester Country Club Investment related: No Address: 99 Biltmore Ave, Rye, NY 10580 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 04/10/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Westchester Country Club Foundation. The Foundation is a new organization dedicated to the historical preservation & restoration of the grounds of a 100-year old local institution. I have been asked to serve as the Treasurer. There is no connection to my role at JPMC. Entity Name: Irrevocable Gift Trusts Investment related: No Address: Private Residence Nature of the other business: Trust Position/Title/Relationship: Advisor/Officer Start Date: 07/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Trustee

Exams

• S66 Uniform Combined State Law Examination
  2023-02-15

Other Names

• Kelly Legaye
• Kelly O'CAllaghan
• Kelly Ocallaghan