Johanna Kelleman, financial advisor Wooster OH

Johanna Kelleman

CRD Number: 5350695
Current Firm: J.p. Morgan Securities LLC

Johanna Kelleman (CRD# 5350695) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wooster, OH and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Wooster, OH Oct 2012 - Current 11
Jpmorgan Chase Bank Na Wooster, OH Jun 2007 - Current 16
Jpmorgan Chase Na Wooster, OH Jun 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Johanna L. Kelleman
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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