The Kelly Group

Kelly Group

J.P. Morgan Securities
277 Park Avenue, 3rd Floor
New York, NY 10172
Telephone: (212) 272-9581
Toll-free: (866) 509-9829
Fax: (917) 849-0058
kellygroup@jpmorgan.com

Welcome

We strive to provide our clients with best-in-class portfolio management, transactional services, wealth management planning and personalized service. Our mission is to be your family’s trusted wealth advisor.

Our Team

Jack, John and Robert Kelly are Managing Directors at J.P. Morgan Securities and Portfolio Managers in the J.P. Morgan Securities Portfolio Manager Program. Jack Kelly and sons, John and Robert, are a family team with extensive investment and wealth management experience. We strive to provide our clients with best-in-class portfolio management, transactional services, specialized wealth management solutions and personalized service. Kelly Group clients share our investment philosophy and value our advice and experience. By focusing on goal-oriented results, we are proud to have client relationships with second and third generation family members.

To help achieve our mission, every member of the Kelly Group has made a personal commitment to serve our clients with integrity and distinction. As a valued client, you have direct access to Jack, John and Robert Kelly, who can provide you with custom wealth management strategies, as well as access to team members Maria Grace Ozer and Ana Garcia, who help ensure exceptional personalized service. The result is an integrated wealth management team that is dedicated to helping you anticipate and meet your changing needs.

Biographies
About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

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