Michael Kelly (CRD# 5629225) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montgomery, TX and has over 15 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 1492644
Cetera Investment Advisers LLC
CRD# 4513869
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Montgomery, TX | Apr 2016 - Current | 8 |
| Jpmorgan Securities LLC | Montgomery, TX | Apr 2016 - Current | 8 |
| Michael Kelly | Montgomery, TX | Jan 2013 - Current | 11 |
| Montgomery Girls Softball Association | Montgomery, TX | Jul 2014 - Apr 2016 | 1 |
| Jp Morgan Securities LLC | Conroe, TX | Jun 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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