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John (Jack) B. Kelly
John B. Kelly II, CFP®
Robert W. Kelly
Maria Grace Ozer
Ana Garcia
Hannah English

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

At the Kelly Group, it is our mission to be your family’s trusted wealth advisor. We strive to help you and your family pursue your life goals by utilizing our proven, value-based, long-term investment philosophy and integrated wealth management strategies.

We are a family team operating with honesty, integrity, trust, and results. Helping families pursue their life goals is at the core of what we do. We invite you to explore a relationship with us.

Goals-Based Planning

Each client has a range of specific and diverse goals, from retirement to education to philanthropy. We work with you to understand, define, quantify, and prioritize these goals, ultimately translating them into a unique wealth management and investment plan for you. Proper goals-based planning can provide you with greater confidence that you can reach your long-term goals. This process is ongoing and refined throughout our relationship as your goals evolve. The success of your plan is measured through your progress toward your goals over a long period of time.

Investment Philosophy

We employ a proven, value-based, long-term investment philosophy, creating diversified portfolios comprised of individual securities that are focused on our highest conviction ideas. Whether you are hands-on or hands-off with the decision-making process, investment services are provided directly by The Kelly Group. This gives you full transparency and knowledge of the investments in your portfolio.

a Family Office Approach

We provide comprehensive wealth management through a personalized approach similar to a family office – incorporating investment, planning, banking, and lending to service the financial needs of high-net-worth individuals, families, and their businesses. With this personalized approach, we work with multiple generations of families to implement wealth transfer strategies for the next generation.

Experience

Jack, John and Rob Kelly have over 100 combined years of portfolio and wealth management experience advising clients in good times and bad. We are members of the J.P. Morgan Securities Portfolio Manager Program, a select group of advisors who undergo a comprehensive screening process and ongoing review by the J.P. Morgan due diligence team. With this experience and expertise, clients see us as a source of strength, stability, and comfort.

Access Point to J.P. Morgan

We serve as your committed liaison and contact to J.P. Morgan’s breadth of resources, intellectual capital, and experienced professionals. Clients receive both the personalized service of a boutique organization and the access to world-class products and services offered through the global financial resources of J.P. Morgan.

Communication & Service

Jack, John & Rob Kelly are directly accessible. This open line of communication builds confidence that your investment and wealth management strategies are continuously aligned with your evolving goals. In addition, our dedicated team of six is committed to coordinating our work with your outside advisors and the seasoned professionals and resources at J.P. Morgan.

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.

Learn more about our firm and investment professionals through FINRA BrokerCheck.

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 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.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a marketing name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products and services through J.P. Morgan Securities, LLC, and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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