Kaitlyn Eileen 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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 01/2025 → 06/2026
  Pro Standard Private Wealth An Independent Advisory
  Great Neck, NY
• 07/2021 → 01/2025
  Pro Standard Private Wealth An Independent Advisory
  New York, NY
• 10/2017 → 07/2021
  Merrill
  New York, NY
• 01/2017 → 10/2017
  Ralph Lauren
  New York, NY
• 04/2010 → 08/2017
  Ice Castles Iv Inc
  Oceanside, NY

Previous Registrations

• 2022-08-15 → 2026-07-14
  Ameriprise Financial Services, Llc
  Great Neck, NY
  Rockville Centre, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-08-14

Other Names

• Katie Kelly
• Kaitlyn Kelly
• Kaitlyn Eileen Kelly
• Kaitlyn E Kelly