John B. Kelly IIJohn B. Kelly II, CFP®
Managing Director
Wealth Partner

"John has over 30 years of experience in investment research, portfolio management and wealth management, and holds the CERTIFIED FINANCIAL PLANNER™ designation."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

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.

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

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