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Inactive

John Mark Jeffrey Kellogg

We Family Offices

Coral Gables, FL

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Current Employers
We Family Offices

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
  • FL RA
    APPROVED
    Since 2026-08-25

Branch Locations

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
We Family Offices Miami FL 06/2023 Present
Key Biscayne Beach Club Key Biscayne FL 03/2019 03/2023
Student Miami FL 09/2013 09/2019
Student Omaha NE 09/2019 05/2020
Student Orlando FL 08/2020 05/2021
Student Miami FL 08/2021 05/2023
  • 06/2023 → Present
    We Family Offices
    Miami, FL
  • 03/2019 → 03/2023
    Key Biscayne Beach Club
    Key Biscayne, FL
  • 09/2013 → 09/2019
    Student
    Miami, FL
  • 09/2019 → 05/2020
    Student
    Omaha, NE
  • 08/2020 → 05/2021
    Student
    Orlando, FL
  • 08/2021 → 05/2023
    Student
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-16
  • S65 Uniform Investment Adviser Law Examination
    2023-11-16
Other Names
  • John-Mark Kellogg

View on SEC IAPD

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ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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