James Kelly, financial advisor Chadds Ford PA

James Kelly

CRD Number: 800928
Current Firm: Smithbridge Asset Management, Inc.

James Kelly (CRD# 800928) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Smithbridge Asset Management, Inc. Chadds Ford, PA Apr 2021 - Current 2
Kelly Capital Management Philadelphia, PA Nov 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Jun 1991
Contact Info for James V. Kelly
Phone Number: 610-361-9141
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    528
    MILLIONS
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $650,555
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, DE, FL, LA, MA, MD, MO, NC, NJ, NY, PA, TX, VA

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