John Alexander Kelly
Investment adviser representative at Taconic Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$246.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Taconic Advisors, Inc.Apr 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2017
- Wells Fargo Bank, NAOct 2016 to Apr 2017
- Wells Fargo Advisors, LLCOct 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Taconic Advisors
Legal name: Taconic Advisors Inc.
$246.3MAssets managed
133Clients
3Advisers
4 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
- 5217352
- Firm CRD
- 123961