Kelly M Pierce

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

• 09/2014 → Present
  Jp Morgan Securites Llc
  Akron, OH
• 09/2014 → Present
  Jp Morgan Chase Bank N.A.
  Akron, OH

Previous Registrations

• 2011-04-04 → 2012-10-01
  Chase Investment Services Corp.
  Ravenna, OH
  Randolph, OH
  Akron, OH
  Hartville, OH
  Ravenna, OH
  Hartville, OH

Other Businesses

Entity Name: FLOH Enterprises Investment related: N Address: 3483 Massillon RD Uniontown, OH 44685 Nature of the other business: Real Estate Position/Title/ Relationship: Owner/Partner Start Date: 09/05/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: passive landlord

Exams

• S66 Uniform Combined State Law Examination
  2011-03-30

Other Names

• Kelly Michelle Blosser
• Kelly Michelle Pierce