John B. Kelly II
John Kelly is a registered portfolio manager at J.P. Morgan Securities. John's primary responsibilities include investment research and wealth management. He develops comprehensive wealth management plans for high net worth clients. He has over 20 years experience in investment research, portfolio management and wealth management and has obtained his Certified Financial Planner designation.
John joined Bear Stearns, which was renamed J.P. Morgan Securities, in March 2009. Previously John was a senior portfolio manager at Smith Barney. John joined Smith Barney when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, John was vice president of investments, senior portfolio manager, wealth management specialist and Certified Financial Planner® 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 he was a portfolio manager and Certified Financial Planner® 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 a degree in Economics from Lafayette College. John is married, has three daughters and resides in Chatham, 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