John B. Kelly IIJohn B. Kelly II, CFP®, AIF®Managing DirectorWealth Partner
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About John B. Kelly II
John Kelly is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.
His primary responsibilities include investment research and developing comprehensive wealth management and retirement plans for high-net-worth clients. John has over 35 years of experience in investment research, portfolio management and wealth management. He holds the CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® designations.
John joined a J.P. Morgan predecessor firm in March 2009. Previously, he was a Senior Portfolio Manager at Smith Barney, joining the firm when Citigroup acquired Legg Mason in 2005. At Legg Mason, he was a Vice President of Investments, Senior Portfolio Manager and Wealth Management Specialist. His performance and background qualified him as a Senior Portfolio Manager in the firm's Managed Investment Portfolio Program.
Earlier, 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.
A graduate of Lafayette College, John earned a B.A. in Economics. He and his wife have three daughters and reside in Chatham, NJ.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
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