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

John B. Kelly II, CFP®

John B. Kelly II

Managing Director

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.

Phone: 212.272.9581
Email: john.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

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

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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