Jonathan William Kelly
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- El ViejonAug 2026 to now
- J.P. Morgan Securities LLCMar 2026 to now
- JPMorgan Chase Bank, N.A.Mar 2026 to now
- LPL Enterprise, LLCOct 2025 to Feb 2026
- El Viejon, Scripps RanchApr 2025 to Sep 2025
- California Coast Credit UnionJan 2025 to Oct 2025
- Esgology IncorporatedMay 2024 to Dec 2024
- KalaverasFeb 2024 to Sep 2024
- Costa Mesa College HospitalMar 2023 to May 2024
- Shake Smart IncMar 2023 to Sep 2023
- NovosDec 2020 to Feb 2023
- Urbn Coal Fire PizzaOct 2017 to May 2022
- UnemployedMar 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8170221
- Firm CRD
- 79