Michael Kelly, financial advisor Conroe TX
81 score

Michael Kelly

CRD Number: 5629225
Current Firm: J.p. Morgan Securities LLC

Michael Kelly (CRD# 5629225) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Conroe, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Conroe, TX Jun 2014 - Current 2
Michael Kelly Montgomery, TX Jan 2013 - Current 3
Montgomery Girls Softball Association Montgomery, TX Jul 2014 - Apr 2016 1
Westar Mortgage Dba/core Lending Magnolia, TX May 2013 - Jun 2014 1
Benefits Science (lpl) The Woodlands, TX Jan 2013 - Jun 2014 1
Lpl Financial, LLC The Woodlands, TX Jul 2011 - Jun 2014 2
P & C Insurance Tomball, TX Jul 2011 - Jun 2014 2
Wells Fargo Advisors The Woodlands, TX Dec 2008 - Jul 2011 2
Wachovia Securities, LLC The Woodlands, TX Sep 2009 - Jun 2011 1
Wachovia Securities, LLC Conroe, TX Dec 2008 - Sep 2009 < 1
Best Home Loans The Woodlands, TX Oct 2004 - Nov 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael F. Kelly
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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