John Kelly
Managing Director & Financial Advisor at J. P. Morgan Securities at J.P. Morgan | New York, New York, United States
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John Kelly, a Managing Director and Financial Advisor at J.P. Morgan Securities, brings nearly three decades of experience in wealth management to the forefront of his practice. As a founding member of the Kelly Group, he has cultivated a specialized approach that mirrors the Family Office model, focusing on the unique needs of high-net-worth individuals and families. His expertise lies in defining legacies, growing and preserving wealth, and ensuring that clients can provide for future generations.
At J.P. Morgan, John leads key projects that integrate comprehensive financial strategies, including asset allocation, investment management, and portfolio management. He leverages a diverse range of investment products, from mutual funds to fixed income securities, to tailor solutions that align with each client's financial goals. His deep understanding of equities and securities allows him to navigate complex market dynamics, ensuring that clients' portfolios are not only robust but also resilient against economic fluctuations.
John’s commitment to client education and transparency sets him apart in the industry. He believes that informed clients are empowered clients, and he dedicates time to demystifying investment strategies and market trends. By fostering long-term relationships built on trust and integrity, John has established himself as a thought leader in wealth management. His holistic approach not only addresses immediate financial needs but also lays the groundwork for sustainable wealth creation, making him a vital partner for families seeking to secure their financial futures.
Managing Director & Financial Advisor at J. P. Morgan Securities at J.P. Morgan in January 2009 to Present
Senior Portfolio Manager at Smith Barney in February 2006 to January 2009
Vice President of Investments, Senior Portfolio Manager, Wealth Management Specialist at Legg Mason in March 2003 to February 2006
Portfolio Manager at Prudential Financial in September 1987 to March 2003
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Mutual Funds
Investment Management
Portfolio Management
Equities
Securities
Investments
Asset Allocation
Fixed Income
Asset Managment
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Discover more about J.P. MorganWhat is John Kelly email address?
Email John Kelly at [email protected]. This email is the most updated John Kelly email found in 2026.
What is John Kelly phone number?
John Kelly phone number is +19738026261.
How to contact John Kelly?
To contact John Kelly send an email to [email protected]. If you want to call John Kelly try calling on +19738026261. (updated on October 29, 2024)
What company does John Kelly work for?
John Kelly works for J.P. Morgan
What is John Kelly's role at J.P. Morgan?
John Kelly is Managing Director & Financial Advisor at J. P. Morgan Securities
What industry does John Kelly work in?
John Kelly works in the Financial Services industry.
John Kelly Email Addresses
John Kelly Phone Numbers
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