John R Kelly
Investment adviser representative at Global Retirement Partners LLC
13 yearsExperience
1 stateRegistered in
$169.6BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- LPL Financial, LLCDec 2021 to now
- Kelly Benefits AdvisoryNov 2021 to now
- Global Retirement Partners, LLCMar 2015 to now
- Principal Life Insurance CompanyOct 2018 to Oct 2021
- Principal Securities, Inc.Oct 2018 to Oct 2021
- The Ohio State UniversityJul 2018 to Aug 2018
- Major League LacrosseJun 2018 to Oct 2018
- The Ohio State UniversityAug 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
Global Retirement Partners LLC
$169.6BAssets managed
28,693Clients
473Advisers
12 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
- 7032944
- Firm CRD
- 172011