The Kelly Group at J.P. Morgan Securities
J.P. Morgan Securities277 Park AvenueNew York, NY 10172www.jpmorgansecurities.com/kellygroup
PHONE 212.272.9581
John (Jack) B. Kelly
Managing Director
Jack Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P.
Morgan Securities, a wealth management division of J.P. Morgan. As the senior
member of The Kelly Group, Jack’s primary focus is investment research, strategy
and portfolio management for high-net-worth clients. With over 55 years of
experience on Wall Street managing bond, equity and balanced portfolios, he has
provided wealth management services for individual investors and institutions since
1974.
Jack joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009.
Prior to Bear Stearns, Jack was a Senior Portfolio Manager at Smith Barney, joining
the firm when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney,
Jack was Senior Vice President of Investments and a Senior Portfolio Manager at
Legg Mason. Prior to joining Legg Mason, he was Senior Vice President of
Investments and a Portfolio Manager at Prudential Securities. He served as First Vice
President and Institutional Municipal Bond Sales Manager at Thomson McKinnon
Securities before Prudential Securities purchased the firm in 1989. Prior to his
appointment at Thomson McKinnon, Jack was Assistant Vice President at C.F. Childs
& Co. and an Executive Vice President of A.P. Kelly and Co.
Jack has served on numerous community organizations, including the St. Peter’s
Hospital Foundation Board, where he chaired the Investment Committee for many
years. He also served on the Investment Committee of the Metuchen Diocese, and is
a member of the Knights of Holy Sepulchre Honorary Order.
Jack earned his B.A. degree in Economics from Cornell University and is a retired
United States Naval Officer. He is married and resides in Pottersville, NJ.
The Kelly Group has over 100 combined years of portfolio and wealth management
experience advising clients in good times and bad. We are members of the J.P.
Morgan Securities Portfolio Manager Program, a select group of advisors who
undergo a comprehensive screening process and ongoing review by the J.P. Morgan
due diligence team. With this experience and expertise, clients see us as a source of
strength, stability, and comfort.
The Kelly Group at J.P. Morgan Securities
John B. Kelly II, CFP®
Managing Director
John Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P.
Morgan Securities, a wealth management division of J.P. Morgan. His primary
responsibilities include investment research and developing comprehensive wealth
management plans for high-net-worth clients. John has over 30 years of experience in
investment research, portfolio management and wealth management, and holds the
CERTIFIED FINANCIAL PLANNERTM designation.
John joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009.
Previously, John was a Senior Portfolio Manager at Smith Barney, joining the firm
when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, he was a
Vice President of Investments, Senior Portfolio Manager and Wealth Management
Specialist at Legg Mason. His performance and background qualified him as a Senior
Portfolio Manager in Legg Mason’s Managed Investment Portfolio Program. Prior to
joining Legg Mason, John was a Portfolio Manager at Prudential Securities. He began
his career in 1987 at Thomson McKinnon Securities as an Institutional Bond Broker
servicing some of the largest institutional accounts in the country.
John earned his B.A. degree in Economics from Lafayette College. He is married, has
three daughters and resides in Chatham, NJ.
Robert W. Kelly
Managing Director
Rob Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P. Morgan
Securities, a wealth management division of J.P. Morgan. Rob’s primary responsibilities
include investment research and portfolio management. As The Kelly Group’s dedicated
Portfolio Manager, he brings over 25 years of experience in investment research, portfolio
management and trading.
Rob joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009.
Previously, Rob was a Senior Portfolio Manager at Smith Barney, joining the firm when
Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, Rob was Vice
President of Investments and a Senior Portfolio Manager at Legg Mason. His performance
and background qualified him as a Senior Portfolio Manager under Legg Mason’s Managed
Investment Portfolio Program. Prior to joining Legg Mason, he was a Portfolio Manager at
Prudential Securities.
Rob is currently a member of the Epiphany Church Council of New York City. He is a
former member of the Board of Trustees and former Chairman of the Finance Committee
of Big Brothers Big Sisters of New York City. He is the founder of the Big Brothers Big
Sisters of NYC “Race for the Kids.” Rob has served on the Board at Zeckendorf Towers in
New York City, where he lives with his wife and three children. Rob was formerly the Head
of the Development Committee, Secretary and Trustee at the Epiphany School Foundation
in New York City.
Rob earned his B.S. degree in Applied Economics and Business Management from Cornell
University.
The Kelly Group at J.P. Morgan Securities
Ana Garcia
Client Associate
With over ten years of client service experience, Ana Garcia is a Client Associate
with J.P. Morgan Securities, and is responsible for account administration.
Prior to joining The Kelly Group in December 2013, Ana supported another financial
advisor team at J.P. Morgan Securities. She began her career in financial services with
UBS in 2005.
Ana earned a B.A. in Latin American Studies and Spanish from Colgate University. She
also has her M.F.A. degree in Communication Design from Pratt Institute. A native of
New York, Ana is originally from Syracuse and now resides in Queens, NY.
Hannah English
Investment Associate
Hannah English is an Investment Associate with J.P. Morgan Securities, a
wealth management division of J.P. Morgan. She joined the firm in May 2015.
A member of The Kelly Group, Hannah’s responsibilities include pursuing new business
opportunities and servicing and managing existing relationships. Hannah helps develop
a broad network of prospective clients who may benefit from the team’s personalized
service, leveraging her group’s access to J.P. Morgan’s global resources to provide an
array of wealth management services.
Hannah brings a distinct international background to her team. She began her career
as Development Manager for Touch Foundation, a healthcare and educational network
in Tanzania, where she coordinated and managed institutional partnerships and
individual fundraising.
Hannah graduated from Davidson College in 2012 with a B.A. in Economics and was
captain of their Division I Women's Field Hockey team. Originally from Louisville, KY,
Hannah enjoys running and yoga, and currently resides in New York City.
Mar Jahan
Client Associate
Mar Jahan is a Client Associate with J.P. Morgan Securities, a wealth management
division of J.P. Morgan. As a member of The Kelly Group, she is responsible for
providing clients with personalized attention and responsiveness for their day-to-day
needs. Mar helps with account maintenance, client reporting, and client inquiries.
Mar earned a double B.S. in Finance and Marketing from SUNY New Paltz, where she
was a member of the Hawk Investment Club, and she holds her Series 7 and Series 66
licenses. Prior to joining J.P. Morgan in May 2017, Mar worked with a boutique
financial advisor in upstate New York where she was a Registered Client Relationship
Associate. Growing up in the Hudson Valley, Mar enjoys spending time outdoors
hiking, kayaking, and snowboarding. She currently resides in Wappingers Falls, NY.
Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (“JPMS”). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.
JP Morgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.
“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products and services through J.P. Morgan Securities, LLC, member FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
© 2017 JPMorgan Chase & Co. All rights reserved.
The Kelly Group at J.P. Morgan Securities