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Bradley E. Kelly

J.P. Morgan Securities LLC

New York, NY

CRD 8166780

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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
NY RA APPROVED 2026-01-19
TX RA APPROVED 2026-01-19
  • NY RA
    APPROVED
    Since 2026-01-19
  • TX RA
    APPROVED
    Since 2026-01-19

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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 New York NY 09/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 09/2025 Present
Bny Wealth New York NY 05/2021 08/2025
Northern Trust New York NY 05/2017 04/2021
Aj Wealth New York NY 06/2014 05/2017
  • 09/2025 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 09/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 05/2021 → 08/2025
    Bny Wealth
    New York, NY
  • 05/2017 → 04/2021
    Northern Trust
    New York, NY
  • 06/2014 → 05/2017
    Aj Wealth
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-19
  • S66 Uniform Combined State Law Examination
    2026-01-19
Other Names
  • Bradley Elliott Kelly

View on SEC IAPD

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