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

John (Jack) B. Kelly

John (Jack) Kelly

Managing Director

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.

Phone: 212.272.9581
Email: jack.b.kelly@jpmorgan.com

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

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.

Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC. J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp are affiliates of JPMorgan Chase Bank, N.A.

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

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