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John Kelly
Internal Wholesaler at Principal Financial Group
John Kelly Jr. is a financial professional with experience in retirement plan sales and advisory services. He currently serves as Vice President & Financial Advisor at Kelly Benefits Advisory since February 2023.1 Prior to his current role, he worked as an Account Executive & Financial Advisor at the same company from November 2021 to January 2024.1
John Kelly Jr.'s experience at Principal Financial Group includes:
- Internal Wholesaler from March 2021 to December 2021
- Associate Internal Wholesaler from October 2018 to March 20211
His educational background includes:
- Attended The Ohio State University Fisher College of Business from 2013 to 2018
- Graduated from Calvert Hall College High School in 20131
John Kelly Jr. specializes in 401k & 403b Retirement Plans, Defined Benefit Plans, Executive Benefits, Fiduciary Compliance Support, and Investment Guidance.1 He is based in the Sparks Glencoe, Maryland area.1
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Location
Towson, Maryland
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