John Christopher Kelly
Investment adviser representative at Commonwealth Financial Network
15 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Commonwealth Financial NetworkApr 2022 to now
- Pathfinder Wealth AdvisorsApr 2022 to now
- Great Western Investments & InsuranceJan 2019 to Jan 2020
- Great Western BankJun 2017 to Apr 2022
- Raymond James Financial Services Advisors Inc.Jun 2017 to Apr 2022
- Raymond James Financial Services, Inc.Jun 2017 to Apr 2022
- Cetera Investment ServicesJun 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4115633
- Firm CRD
- 8032