Ian Kelly-Thomas

Current Employers

Employment History

• 02/2026 → Present
  J.P. Morgan Securities Llc
  Del Mar, CA
• 02/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Del Mar, CA
• 05/2025 → Present
  Point Loma Nazarene University
  San Diego, CA
• 06/2024 → Present
  Finra
  San Diego, CA
• 03/2019 → Present
  Ikt Holdings, Inc.
  San Diego, CA
• 05/2024 → 03/2026
  Tadich Capital
  San Diego, CA
• 10/2025 → 10/2025
  Tootris, Llc
  San Diego, CA
• 03/2025 → 04/2025
  Aquillius Corporation
  San Diego, CA
• 03/2019 → 01/2020
  Affinity Financial Advisors
  Lawrence, KS
• 03/2015 → 03/2019
  Cetera Financial Group
  San Diego, CA
• 03/2015 → 03/2019
  First Allied Securities
  San Diego, CA

Previous Registrations

• 2021-12-21 → 2026-04-25
  Ikt Holdings, Inc.
  San Diego, CA
• 2019-03-13 → 2020-01-14
  Affinity Financial Advisors
  San Diego, CA
  Lawrence, KS
• 2015-04-09 → 2019-03-05
  First Allied Advisory Services, Inc.
  San Diego, CA
  San Diego, CA
• 2007-02-12 → 2015-04-22
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA

Other Businesses

NAME OF OTHER BUSINESS:FINRA Arbitrator IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,San Diego,CA,92109,USA NATURE OF OTHER BUSINESS:Dispute resolution services YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2024-06-03 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Approved FINRA arbitrator listed on FINRA's roster. I have not been selected and have not received compensation. IS THIS A RESIDENTIAL ADDRESS?:Yes NAME OF OTHER BUSINESS:Point Loma Nazarene University (Fermanian School) IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:4007 Camino Del Rio South, Suite 318,San Diego,CA,92108,USA NATURE OF OTHER BUSINESS:Private university - Adjunct Pool YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2025-05-15 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Approved member of the adjunct faculty pool at the Point Loma Nazarene University Fermanian School of Business. I have not taught any course and have not received compensation. IS THIS A RESIDENTIAL ADDRESS?:No NAME OF OTHER BUSINESS:IKT Holdings Inc. OBA RIA (est. end date 4/05/26) IS THIS OTHER BUSINESS INVESTMENT RELATED?:Yes ADDRESS:864 Grand Ave., #175,San Diego,CA,92109,USA NATURE OF OTHER BUSINESS:OBA RIA (est. end date 4/05/26) YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Officer or Advisor of another company START DATE OF YOUR RELATIONSHIP:2019-03-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Sole owner and investment adviser representative of a California-registered RIA providing fee-only advisory services. (RIA estimated end date 4/05/26). The ADV-W was submitted to IARD and is pending processing. The entity IKT Holdings, Inc., a CA Corporation, also provided business consulting services. No consulting services are currently being performed. I am actively winding down the entity and will dissolve it in accordance with an orderly dissolution. IS THIS A RESIDENTIAL ADDRESS?:No

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-28
• S66 Uniform Combined State Law Examination
  2007-02-09

Other Names

• Ian Robert Thomas
• Ian Robert Kelly-Thomas