John (Jack) B. Kelly

Managing Director

Jack Kelly is a registered portfolio manager at J.P. Morgan Securities. As the senior member of The Kelly Group, Jack's primary focus is investment research, strategy and portfolio management for high net worth clients. Jack has over 45 years of experience on Wall Street managing bond, equity and balanced portfolios. Jack has provided wealth management services for individual investors and institutions since 1974.

Jack joined Bear Stearns, which was renamed J.P. Morgan Securities, in March 2009. Previously Jack was a senior portfolio manager at Smith Barney. Jack joined Smith Barney 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 Thomas McKinnon Securities before Prudential Securities purchased the firm in 1989. Prior to his appointment at Thomas 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 in numerous community organizations including the St. Peter's Hospital Foundation Board, the investment committee of the Metuchen Diocese and is a member of the Knights of Holy Sepulchre Honorary Order. Jack earned his degree in Economics from Cornell University and is a retired United States Naval Officer. Jack is married and resides in Pottersville, New Jersey.

Registered States: AZ, CA, CO, CT, DE, DC, FL, GA, IN, LA, ME, MD, MA, MI, MN, MS, MT, NV, NJ, NY, NC, OK, PA, TN, TX, VT, VA, WI

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