Best Investors Account Sign in

Kelly L. Jakems

J.P. Morgan Securities LLC

East Grand Rapids, MI

CRD 6440494

Claim This Profile
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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-31
MI RA APPROVED 2022-03-16
  • TX RA
    APPROVED_RES
    Since 2025-01-31
  • MI RA
    APPROVED
    Since 2022-03-16

Branch Locations

2263 Wealthy St Se, East Grand Rapids, MI 49506 • 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 East Grand Rapids MI 01/2015 Present
Kelly Jakems Photography Grand Rapids MI 07/2010 11/2020
Jpmorgan Chase Bank, N.A. East Grand Rapids MI 05/2016 Present
  • 01/2015 → Present
    J.P. Morgan Securities Llc
    East Grand Rapids, MI
  • 07/2010 → 11/2020
    Kelly Jakems Photography
    Grand Rapids, MI
  • 05/2016 → Present
    Jpmorgan Chase Bank, N.A.
    East Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-09
S63 Uniform Securities Agent State Law Examination 2015-03-05
  • S66 Uniform Combined State Law Examination
    2021-09-09
  • S63 Uniform Securities Agent State Law Examination
    2015-03-05
Other Names
  • Kelly Lynn Russo
  • Kelly Lynn Jakems

View on SEC IAPD

Nearby Firms

EDWARD JONES
GREENROCK WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

Chad Eric Zagel
JUSTIN DAVID HALES
William S Randall

Nearby Offices

EDWARD JONES · EAST GRAND RAPIDS, MI
GREENROCK WEALTH MANAGEMENT, LLC · EAST GRAND RAPIDS, MI
COMMONWEALTH FINANCIAL NETWORK · Grand Rapids, MI

More in East Grand Rapids, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor