Peter D. Kelly
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- J.P. Morgan Securities LLCJun 2023 to now
- JPMorgan Chase Bank, N.A.Jun 2023 to now
- White Rose Wealth Management LLCNov 2020 to Jun 2023
- Pruco Securities, LLC.Sep 2020 to Jun 2023
- Prudential Insurance Company of AmericaSep 2020 to Jun 2023
- UnemployedAug 2020 to Aug 2020
- Bb&t Securities, LLCJan 2018 to Jul 2020
- Bb&t Investment Services, Inc.Dec 2017 to Jan 2018
- Bb&t Bank (now Truist Bank)Nov 2017 to Jul 2020
- TruistNov 2017 to Jul 2020
- Santander Bank, NAFeb 2017 to Nov 2017
- Santander Securities LLCFeb 2017 to Nov 2017
- PNC InvestmentsSep 2012 to Feb 2017
- The PNC Financial Services Group, IncSep 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 5723229
- Firm CRD
- 79