Peter Kelly (CRD# 5723229) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Harrisburg, PA and has over 13 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Harrisburg, PA | Jun 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Harrisburg, PA | Jun 2023 - Current | < 1 |
| White Rose Wealth Management LLC | York, PA | Nov 2020 - Jun 2023 | 2 |
| Prudential Insurance Company Of America | York, PA | Sep 2020 - Jun 2023 | 2 |
| Pruco Securities, LLC | York, PA | Sep 2020 - Jun 2023 | 2 |
| Unemployed | York, PA | Aug 2020 - Aug 2020 | < 1 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Jul 2020 | 2 |
| Bb&t Bank (now Truist Bank) | York, PA | Nov 2017 - Jul 2020 | 2 |
| Truist | Charlotte, NC | Nov 2017 - Jul 2020 | 2 |
| Bb&t Investment Services, Inc. | Charlotte, NC | Dec 2017 - Jan 2018 | < 1 |
| Santander Bank, Na | Lancaster, PA | Feb 2017 - Nov 2017 | < 1 |
| Santander Securities LLC | San Juan, PR | Feb 2017 - Nov 2017 | < 1 |
| Pnc Investments | Pittsburgh, PA | Sep 2012 - Feb 2017 | 4 |
| The Pnc Financial Services Group, Inc. | Pittsburgh, PA | Sep 2012 - Feb 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2011 |
- PA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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