John B. Kelly IIJohn B. Kelly II, CFP®Managing DirectorWealth Partner
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 resides in Chatham, NJ.
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
Insights
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