John (Jack) B. Kelly
Jack Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P. Morgan Securities, the wealth management division of J.P. Morgan. As the senior member of The Kelly Group, Jack's primary focus is investment research, strategy and portfolio management for high-net-worth clients. With over 50 years of experience on Wall Street managing bond, equity and balanced portfolios, he has provided wealth management services for individual investors and institutions since 1974.
Jack joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009. Prior to Bear Stearns, Jack was a Senior Portfolio Manager at Smith Barney, joining the firm when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, Jack was Senior Vice President of Investments and a Senior Portfolio Manager at Legg Mason. Prior to joining Legg Mason, he was Senior Vice President of Investments and a Portfolio Manager at Prudential Securities. He served as First Vice President and Institutional Municipal Bond Sales Manager at Thomson McKinnon Securities before Prudential Securities purchased the firm in 1989. Prior to his appointment at Thomson McKinnon, Jack was Assistant Vice President at C.F. Childs & Co. and an Executive Vice President of A.P. Kelly and Co.
Jack has served on numerous community organizations, including the St. Peter's Hospital Foundation Board, where he chaired the Investment Committee for many years. He also served on the Investment Committee of the Metuchen Diocese, and is a member of the Knights of Holy Sepulchre Honorary Order.
Jack earned his B.A. degree in Economics from Cornell University and is a retired United States Naval Officer. He is married and resides in Pottersville, NJ.
Registered States: AL, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NH, NJ, NY, NC, OK, OR, PA, RI, TN, TX, UT, VT, VA, WA, WI