Kerwin Michael Kelley

Current Employers

Employment History

• 02/2016 → 12/2019
  Brookstone Financial
  Jeffersonville, IN
• 01/2019 → 07/2021
  Capital Advisor Network, Llc
  Lafayette, IN
• 07/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 07/2021 → Present
  J.P. Morgan Securities Llc
  Plano, TX
• 02/2016 → 07/2021
  Center Street Securities, Inc
  Lafayette, IN
• 01/2019 → 07/2021
  Purpetual Wealth Mangement
  Jasper, IN
• 02/2016 → 12/2018
  Brookstone Financial
  Jeffersonville, IN
• 11/2011 → 02/2018
  Macy's
  Louisville, KY
• 03/2016 → Present
  Genworth
  Lynchburg, VA

Previous Registrations

• 2019-01-30 → 2021-07-13
  Capital Advisor Network
  Jeffersonville, IN
  Lafayette, IN
• 2017-08-07 → 2020-01-03
  Brookstone Financial
  Jeffersonville, IN

Other Businesses

Entity Name: Genworth Investment related: No "Address: Genworth.com, 3100 Albert Lankford Dr., Lynchburg VA. 24501" Nature of the other business: Investments Position/Title/Relationship: Employee/Contractor Start Date: 03/01/2016 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I am not writing business with Genworth, they are paying me residual commission on business written years ago when I was an independent contactor with Brookstone Financial. When I left Brookstone they had Genworth pay me directly to an old bank account Genworth had on file for me." Entity Name: Rental property Investment related: No "Address: 2248 Stoneleigh PL & 2220 Stoneleigh PL McKinney TX 75071 McKinney TX 75071" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/21/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: 2220 we own already as an investment property. We are in the process of placing an offer on 2248 Stoneleigh PL. We will put this property in our LLC that has already been pre-cleared if we secure 2248.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-05
• S63 Uniform Securities Agent State Law Examination
  2003-06-06

Other Names

• Kerwin Michael Kelly