Scott Kelley, financial advisor Salinas CA
93 score

Scott Kelley

CRD Number: 3127257
Current Firm: J.p. Morgan Securities LLC

Scott Kelley (CRD# 3127257) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salinas, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Salinas, CA Apr 2015 - Current 1
Bank Of America, N.a. Carmel, CA May 2014 - Apr 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel, CA Feb 2014 - Apr 2015 1
Unemployed Salinas, CA Nov 2013 - Feb 2014 < 1
Merrill Lynch Carmel, CA Aug 2013 - Nov 2013 < 1
Monterey Peninsula Power Sports Seaside, CA Mar 2004 - Aug 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1998
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Scott T. Kelley
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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