John Kelly
John Kelly is a registered investment advisor at Raymond James & Associates, INC., based in Hunt Valley, MD, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
226 Schilling Cir, Ste 270, Hunt Valley, MD, 21031-8657
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a trustee and POA for the Austin L Byrd, Jr Revocable Trust, spending minimal time maintaining bank accounts and an annuity. He is also a trustee for the University of Pennsylvania Lacrosse Board, a non-profit organization, dedicating minimal time to program direction, fundraising, and mentoring.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations50 states
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