John B. Kelly II, CFP®
John Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P. Morgan Securities, the wealth management division of J.P. Morgan. His primary responsibilities include investment research and developing comprehensive wealth management plans for high-net-worth clients. John has over 20 years of experience in investment research, portfolio management and wealth management, and holds the Certified Financial Planner® designation.
John joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009. Previously, John was a Senior Portfolio Manager at Smith Barney, joining the firm when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, he was a Vice President of Investments, Senior Portfolio Manager and Wealth Management Specialist at Legg Mason. His performance and background qualified him as a Senior Portfolio Manager in Legg Mason's Managed Investment Portfolio Program. Prior to joining Legg Mason, John was a Portfolio Manager at Prudential Securities. He began his career in 1987 at Thomson McKinnon Securities as an Institutional Bond Broker servicing some of the largest institutional accounts in the country.
John earned his B.A. degree in Economics from Lafayette College. He is married, has three daughters and resides in Chatham, 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
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