Invested Better
Unclaimed

Unclaimed

Unclaimed

James Patrick Kelleher

Young America Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Patrick Kelleher

James Kelleher is a financial professional with Young America Capital, LLC. He is registered with FINRA and is currently licensed to operate in New York. James has been in the industry since 2016 and holds the Series 63, SIE and Series 79 licenses. He also has experience in investment banking.

Firm Information

James Kelleher is currently registered with Young America Capital, LLC. Young America Capital, LLC is a Limited Liability Company formed in May 2000. The firm is registered in 28 states and holds one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

49

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Kelleher’s Registration & Firm History

NY

08/12/2016 - Present

Young America Capital, LLC (MAMARONECK NY)

Not sure if James Patrick Kelleher is right for you?

Licenses & Designations

BC

Issued 10/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Patrick Kelleher.
Not sure if James Patrick Kelleher is right for you?