Kelly Keith

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

• 01/2015 → 12/2018
  Glaze Doughnuts, Llc
  Atlanta, GA
• 06/2018 → 11/2021
  Fidelity Brokerage Services Llc
  Atlanta, GA
• 09/2018 → 11/2021
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
• 11/2021 → Present
  J.P Morgan Securities Llc
  Atlanta, GA
• 11/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Atlanta, GA

Previous Registrations

• 2018-09-26 → 2021-12-01
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
• 2000-02-03 → 2015-01-26
  Charles Schwab & Co., Inc.
  Atlanta, GA
  Metairie, LA
  Baton Rouge, LA
  Mobile, AL
  Mandeville, LA
  Westlake, TX
  Metairie, LA
  San Francisco, CA
  San Francisco, CA
  Englewood, CO
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-09-24
• S66 Uniform Combined State Law Examination
  2007-07-20

Other Names

• Kelly Beningoso
• Kelly Marie Livers
• Kelly Marie Geel
• Kelly Geel
• Kelly Marie Beningoso
• Kelly Keith
• Kelly Marie Keith