Investment adviser representative · Baltimore-Washington Financial Advisors
John C. Kelly
CRD 2939947 · Columbia, MD
At a glance
John C. Kelly is an investment adviser representative with Baltimore-Washington Financial Advisors in Columbia, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2009, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Baltimore-Washington Financial AdvisorsSince July 2012Columbia, MD · $3.0B in regulatory assets
SEC adviser record
- Registered since
- 2009 (16 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.