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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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
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