John Brian Kelly

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

• 03/2009 → Present
  J.P Morgan Securities Inc.
  New York, NY
• 10/2010 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Entity Name: Author of " A Great American Love Story" Investment related: No Address: POTTERSVILLE, New Jersey 07979 Nature of the other business: Author Position/Title/Relationship: Employee/Contractor Start Date: 07/18/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I wrote a book called "A Great American Love Story" available for sale on Barnes & Noble and Amazon. All proceeds to go to Bigs & Littles NY scholarship fund in Ingrid R. Kelly's name, my deceased wife. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-28
• S63 Uniform Securities Agent State Law Examination
  1989-08-24

Other Names

• John Brian Kelly