John (Jack) KellyJohn (Jack) Kelly
Managing Director
Wealth Partner

"With over 60 years of experience on Wall Street managing bond, equity and balanced portfolios, Jack has provided wealth management services for individual investors, families and institutions since 1974."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

About John

Jack Kelly is a Managing Director, Wealth Partner and Portfolio Manager at J.P. Morgan Wealth Management.

As the senior member of The Kelly Group, Jack's primary focus is investment research, strategy and portfolio management for high-net-worth families and clients. With over 60 years of experience on Wall Street managing bond, equity and balanced portfolios, he has provided wealth management services for individual investors and institutions since 1962.

Jack 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 Senior Vice President of Investments and a Senior Portfolio Manager.

Prior to joining Legg Mason, Jack was Senior Vice President of Investments and a Portfolio Manager at Prudential Securities. He served as First Vice President and Institutional Municipal Bond Sales Manager at Thomson McKinnon Securities before Prudential Securities purchased the firm in 1989. Earlier in his career, Jack was Assistant Vice President at C.F. Childs & Co. and an Executive Vice President of A.P. Kelley and Co.

Jack has served on numerous community organizations, including the St. Peter's Hospital Foundation Board, where he chaired the Investment Committee for many years. He also served on the Investment Committee of the Metuchen Diocese and is a member of the Knights of Holy Sepulchre Honorary Order.

Jack earned his B.A. in Economics from Cornell University and is a retired United States Naval Officer. He is widowed and resides in Pottersville, NJ.

Insights

Outlook

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