JK
JK

John Kelly

31 Years of Experience
Phoenix, AZ
BrokerSells Insurance

John Kelly is a registered investment advisor, based in Phoenix, AZ, with 31 years of industry experience.

Location

5110 N. 40th Street, Suite 242, Phoenix, AZ, 85018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent since 1996, spending about a quarter of his time on insurance sales and service. He is also a managing director at Integrated Financial Group, Inc. (consulting) and an Investment Advisor Representative (IAR) with OJM Group.

Employment History
Current Registrations
Arkadios Capital
February 2026 - Present · 3 mos
Arkadios CapitalBroker
February 2026 - Present · 3 mos
Arkadios Wealth Advisors
November 2025 - Present · 6 mos
Previous Registrations
Ojm Group, LLC
December 2008 - December 2025 · 17 yrs
Lifemark Securities CORP.Broker
March 1997 - February 2026 · 28 yrs 11 mos
Mutual Service CorporationBroker
February 1995 - October 2000 · 5 yrs 8 mos
State Registrations6 states
AZCAGANVORTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.