Kelly Weis

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

• 07/2016 → 02/2019
  Guggenheim Securities, Llc
  New York, NY
• 10/2019 → 09/2023
  First Republic Securities Company, Llc
  New York, NY
• 02/2019 → 09/2019
  Unemployed
  New York, NY
• 10/2019 → Present
  First Republic Investment Management, Inc
  New York, NY
• 09/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 07/2026 → Present
  Fora Travel
  New York, NY

Previous Registrations

• 2022-10-18 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY

Other Businesses

Entity Name: Fora Travel Investment related: No Address: https://www.foratravel.com/ Nature of the other business: Travel Agency Position/Title/Relationship: Employee/Contractor Start Date: 07/12/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Independent travel agent for friends & family at Fora Travel advisory. There would be zero overlap with current role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-17
• S63 Uniform Securities Agent State Law Examination
  2016-09-01

Other Names

• Kelly Mae Weis