The Kelly Group at J.P. Morgan Securities

J.P. Morgan Securities277 Park AvenueNew York, NY 10172www.jpmorgansecurities.com/kellygroup

PHONE 212.272.9581

EMAIL

kellygroup@jpmorgan.com

John (Jack) B. Kelly

Managing Director

Jack Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P.

Morgan Securities, a wealth management division of J.P. Morgan. As the senior

member of The Kelly Group, Jack’s primary focus is investment research, strategy

and portfolio management for high-net-worth clients. With over 55 years of

experience on Wall Street managing bond, equity and balanced portfolios, he has

provided wealth management services for individual investors and institutions since

1974.

Jack joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009.

Prior to Bear Stearns, Jack was a Senior Portfolio Manager at Smith Barney, joining

the firm when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney,

Jack was Senior Vice President of Investments and a Senior Portfolio Manager at

Legg Mason. Prior to joining Legg Mason, he was Senior Vice President of

Investments and a Portfolio Manager at Prudential Securities. He served as First Vice

President and Institutional Municipal Bond Sales Manager at Thomson McKinnon

Securities before Prudential Securities purchased the firm in 1989. Prior to his

appointment at Thomson McKinnon, Jack was Assistant Vice President at C.F. Childs

& Co. and an Executive Vice President of A.P. Kelly and Co.

Jack has served on numerous community organizations, including the St. Peter’s

Hospital Foundation Board, where he chaired the Investment Committee for many

years. He also served on the Investment Committee of the Metuchen Diocese, and is

a member of the Knights of Holy Sepulchre Honorary Order.

Jack earned his B.A. degree in Economics from Cornell University and is a retired

United States Naval Officer. He is married and resides in Pottersville, NJ.

The Kelly Group has 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 Securities 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.

The Kelly Group at J.P. Morgan Securities

John B. Kelly II, CFP®

Managing Director

John Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P.

Morgan Securities, a wealth management division of J.P. Morgan. His primary

responsibilities include investment research and developing comprehensive wealth

management plans for high-net-worth clients. John has over 30 years of experience in

investment research, portfolio management and wealth management, and holds the

CERTIFIED FINANCIAL PLANNERTM designation.

John joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009.

Previously, John was a Senior Portfolio Manager at Smith Barney, joining the firm

when Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, he was a

Vice President of Investments, Senior Portfolio Manager and Wealth Management

Specialist at Legg Mason. His performance and background qualified him as a Senior

Portfolio Manager in Legg Mason’s Managed Investment Portfolio Program. Prior to

joining Legg Mason, John was a Portfolio Manager at Prudential Securities. He began

his career in 1987 at Thomson McKinnon Securities as an Institutional Bond Broker

servicing some of the largest institutional accounts in the country.

John earned his B.A. degree in Economics from Lafayette College. He is married, has

three daughters and resides in Chatham, NJ.

Robert W. Kelly

Managing Director

Rob Kelly is a Managing Director, Financial Advisor and Portfolio Manager at J.P. Morgan

Securities, a wealth management division of J.P. Morgan. Rob’s primary responsibilities

include investment research and portfolio management. As The Kelly Group’s dedicated

Portfolio Manager, he brings over 25 years of experience in investment research, portfolio

management and trading.

Rob joined Bear Stearns, J.P. Morgan Securities’ predecessor firm, in March 2009.

Previously, Rob was a Senior Portfolio Manager at Smith Barney, joining the firm when

Citigroup acquired Legg Mason in 2005. Before joining Smith Barney, Rob was Vice

President of Investments and a Senior Portfolio Manager at Legg Mason. His performance

and background qualified him as a Senior Portfolio Manager under Legg Mason’s Managed

Investment Portfolio Program. Prior to joining Legg Mason, he was a Portfolio Manager at

Prudential Securities.

Rob is currently a member of the Epiphany Church Council of New York City. He is a

former member of the Board of Trustees and former Chairman of the Finance Committee

of Big Brothers Big Sisters of New York City. He is the founder of the Big Brothers Big

Sisters of NYC “Race for the Kids.” Rob has served on the Board at Zeckendorf Towers in

New York City, where he lives with his wife and three children. Rob was formerly the Head

of the Development Committee, Secretary and Trustee at the Epiphany School Foundation

in New York City.

Rob earned his B.S. degree in Applied Economics and Business Management from Cornell

University.

The Kelly Group at J.P. Morgan Securities

Ana Garcia

Client Associate

With over ten years of client service experience, Ana Garcia is a Client Associate

with J.P. Morgan Securities, and is responsible for account administration.

Prior to joining The Kelly Group in December 2013, Ana supported another financial

advisor team at J.P. Morgan Securities. She began her career in financial services with

UBS in 2005.

Ana earned a B.A. in Latin American Studies and Spanish from Colgate University. She

also has her M.F.A. degree in Communication Design from Pratt Institute. A native of

New York, Ana is originally from Syracuse and now resides in Queens, NY.

Hannah English

Investment Associate

Hannah English is an Investment Associate with J.P. Morgan Securities, a

wealth management division of J.P. Morgan. She joined the firm in May 2015.

A member of The Kelly Group, Hannah’s responsibilities include pursuing new business

opportunities and servicing and managing existing relationships. Hannah helps develop

a broad network of prospective clients who may benefit from the team’s personalized

service, leveraging her group’s access to J.P. Morgan’s global resources to provide an

array of wealth management services.

Hannah brings a distinct international background to her team. She began her career

as Development Manager for Touch Foundation, a healthcare and educational network

in Tanzania, where she coordinated and managed institutional partnerships and

individual fundraising.

Hannah graduated from Davidson College in 2012 with a B.A. in Economics and was

captain of their Division I Women's Field Hockey team. Originally from Louisville, KY,

Hannah enjoys running and yoga, and currently resides in New York City.

Mar Jahan

Client Associate

Mar Jahan is a Client Associate with J.P. Morgan Securities, a wealth management

division of J.P. Morgan. As a member of The Kelly Group, she is responsible for

providing clients with personalized attention and responsiveness for their day-to-day

needs. Mar helps with account maintenance, client reporting, and client inquiries.

Mar earned a double B.S. in Finance and Marketing from SUNY New Paltz, where she

was a member of the Hawk Investment Club, and she holds her Series 7 and Series 66

licenses. Prior to joining J.P. Morgan in May 2017, Mar worked with a boutique

financial advisor in upstate New York where she was a Registered Client Relationship

Associate. Growing up in the Hudson Valley, Mar enjoys spending time outdoors

hiking, kayaking, and snowboarding. She currently resides in Wappingers Falls, NY.

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The Kelly Group at J.P. Morgan Securities