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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kelly is a financial advisor with over 20 years of experience in the industry. James Kelly is currently a registered Investment Advisor Representative with Smithbridge Asset Management, Inc. in Chadds Ford, PA. James Kelly holds the Series 7, 63, and 65 licenses. James Kelly has worked for Cresap, Inc. and Rutherford, Brown & Catherwood, LLC. James Kelly holds the Chartered Financial Analyst designation. James Kelly specializes in providing financial planning, portfolio management, and selection of other advisors. James Kelly works with clients such as high-net-worth individuals, investment companies, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
05/25/2021 - Present
Smithbridge Asset Management, Inc. (CHADDS FORD PA)
PA
11/16/2006 - 09/24/2007
CRESAP, INC. (RADNOR PA)
PA
11/23/2004 - 04/12/2005
CRESAP, INC. (RADNOR PA)
PA
06/12/2003 - 11/01/2004
RUTHERFORD, BROWN & CATHERWOOD, LLC (PHILADELPHIA PA)
BC
Issued 07/21/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/10/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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