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James Joseph Kelly

Lasalle ST. Investment Advisors, LLC

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About James Joseph Kelly

James Kelly is an investment advisor representative with Lasalle ST. Investment Advisors, LLC with 26 years of experience in the securities industry. James has been with Lasalle ST. Investment Advisors, LLC since May 2006. Prior to that, James worked at Lasalle ST Securities, L.L.C. in Chicago, Illinois. James is registered with the following securities authorities: Alabama, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Virginia, West Virginia, and Wisconsin. James has passed the Series 7, Series 63, and Series 65 exams. James has a specializations in fixed insurance, portfolio management for individuals, and pension consulting.

Firm Information

James Kelly is currently registered with Lasalle ST. Investment Advisors, LLC. Lasalle ST. Investment Advisors, LLC, based in Elmhurst, IL, is an investment advisor with over 134 investment advisor representatives. They provide financial planning and portfolio management services to a range of clients including individuals, corporations, charitable organizations, and pension plans. The firm has over $3.4 billion in regulatory assets under management.
Lasalle ST. Investment Advisors, LLC

940 N. INDUSTRIAL DR.

ELMHURST, IL 60126-1131

$3.48B

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Kelly’s Registration & Firm History

VA

04/02/2018 - Present

Lasalle ST. Investment Advisors, LLC (FRONT ROYAL VA)

MO

01/15/1998 - 10/01/2001

EISNER SECURITIES, INC. (ST. LOUIS MO)

GA

08/14/1996 - 01/21/1998

RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)

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Licenses & Designations

IA

Issued 05/08/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Joseph Kelly.
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