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James Patrick McPartland

Kelson Capital LLC

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About James Patrick McPartland

James McPartland is a financial professional with over 19 years of experience in the industry. James is currently registered with Kelson Capital LLC and has previously held positions with several other firms, including JPM Advisors, LLC, Diamond Edge Capital Partners, LLC, Juniper Capital Group, LLC, and Scudder Investor Services, Inc. James holds a variety of licenses and designations, including Series 7, 24, 63, 79TO, 99TO, and SIE. James is also registered with the states of California, Massachusetts, New York, and Texas.

Firm Information

James McPartland is currently registered with Kelson Capital LLC. Kelson Capital LLC is a Limited Liability Company formed in November 2008. The firm is registered in 15 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

8

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.

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James McPartland’s Registration & Firm History

CT

03/01/2019 - Present

Kelson Capital LLC (STAMFORD CT)

MA

01/07/2008 - 11/29/2018

JPM ADVISORS, LLC (DOVER MA)

NY

06/22/2007 - 02/27/2008

DIAMOND EDGE CAPITAL PARTNERS, LLC (OAKDALE NY)

NY

04/04/2005 - 01/15/2008

JUNIPER CAPITAL GROUP, LLC (NEW YORK NY)

NY

06/23/2003 - 06/01/2004

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/28/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Patrick McPartland.
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