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John (Jack) B. Kelly
John B. Kelly II, CFP®
Maria Grace Ozer
Ana Garcia
Hannah English

Robert W. Kelly

Robert W. Kelly

Managing Director

Rob Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P. Morgan Securities, the wealth management division of J.P. Morgan. Rob's primary responsibilities include investment research and portfolio management. As The Kelly Group's dedicated Portfolio Manager, he brings over 25 years of experience in investment research, portfolio management and trading.

Rob joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009. Previously, Rob was a Senior Portfolio Manager at Smith Barney, joining the firm when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, Rob was Vice President of Investments and a Senior Portfolio Manager at Legg Mason. His performance and background qualified him as a Senior Portfolio Manager under Legg Mason's Managed Investment Portfolio Program. Prior to joining Legg Mason, he was a Portfolio Manager at Prudential Securities.

Rob is a former member of the Board of Trustees and former Chairman of the Finance Committee of Big Brothers Big Sisters of New York City. He is the founder of the Big Brothers Big Sisters of NYC "Race for the Kids." Rob has served on the Board at Zeckendorf Towers in New York City, where he lives with his wife and three children. Rob was formerly the Head of the Development Committee, Secretary and Trustee at the Epiphany School Foundation in New York City.

Rob earned his B.S. degree in Applied Economics and Business Management from Cornell University.

Phone: 212.272.8108
Email: robert.w.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

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, services, Clearing and Custody through J.P. Morgan Securities LLC, a member 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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