We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message

The Kelly Group

Wealth Partners at J.P. Morgan

The Kelly Group

It is our mission to be your family’s trusted wealth advisor so that you become a client for life.

212.272.9581

866.509-9829

Fax: 917.849-0058

kellygroup@jpmorgan.com

277 Park Avenue, 3rd Floor
New York, NY 10172

Welcome

At The Kelly Group, it is our mission to be your family’s trusted wealth advisor so that you become a client for life. We strive to help you and your family pursue your life goals by utilizing our proven, value-based, long-term investment philosophy and integrated wealth management strategies.

We are a family team operating with honesty, integrity, trust, and results. Helping families pursue their life goals is at the core of what we do. We invite you to explore a relationship with us.

Goals-Based Planning

Each client has a range of specific and diverse goals, from retirement to education, to philanthropy. We work with you to understand, define, quantify and prioritize these goals, ultimately translating them into a unique wealth management and investment plan for you. Proper goals-based planning can provide you with greater confidence that you can reach your long-term goals. This process is ongoing and refined throughout our relationship as your goals evolve. The success of your plan is measured through your progress toward your goals over a long period of time.

Investment Approach

We employ a proven, value-based, long-term investment philosophy, creating diversified portfolios comprising individual securities that are focused on our highest-conviction ideas. Whether you are hands-on or hands-off with the decision-making process, investment services are provided directly by The Kelly Group. This gives you full transparency and knowledge of the investments in your portfolio.

A Family Office Approach

We provide comprehensive wealth management through a personalized approach similar to a family office–incorporating investment, planning, banking and lending to service the financial needs of high-net-worth individuals, families, and their businesses. With this personalized approach, we work with multiple generations of families to implement wealth transfer strategies for the next generation.

Experience

Jack, John and Rob Kelly have 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 Wealth Management 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.

Meet Our Team

Click a profile to learn more about each member

John (Jack) Kelly

Managing Director


212.272.9581

kellygroup@jpmorgan.com

277 Park Avenue, 3rd Floor
New York, NY 10172

Rob Kelly

Managing Director


212.272.9581

kellygroup@jpmorgan.com

277 Park Avenue, 3rd Floor
New York, NY 10172

Ava Ranger

Investment Associate


212.272.1104

ava.c.ranger@jpmorgan.com

277 Park Avenue, 3rd Floor
New York, NY 10172

Ana Garcia

Client Associate


212.272.9581

kellygroup@jpmorgan.com

277 Park Avenue, 3rd Floor
New York, NY 10172

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.