John Kelly (CRD# 7032944) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sparks, MD and has over 5 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Sparks, MD | Dec 2021 - Current | 2 |
| Kelly Benefits Advisory | Sparks, MD | Nov 2021 - Current | 2 |
| Global Retirement Partners, LLC | San Rafael, CA | Mar 2015 - Current | 9 |
| Principal Securities, Inc. | Bethesda, MD | Oct 2018 - Oct 2021 | 3 |
| Principal Life Insurance Company | Bethesda, MD | Oct 2018 - Oct 2021 | 3 |
| Major League Lacrosse | Brighten, MA | Jun 2018 - Oct 2018 | < 1 |
| The Ohio State University | Columbus, OH | Jul 2018 - Aug 2018 | < 1 |
| The Ohio State University | Columbus, OH | Aug 2013 - May 2018 | 4 |
| Ronald Blue And Company | Roswell, GA | Jun 2016 - Aug 2016 | < 1 |
| Kelly | Sparks, MD | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- MD
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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