James Kelly, financial advisor Philadelphia PA
88 score

James Kelly

CRD Number: 6397033
Current Firm: West Capital Management, Inc.

James Kelly (CRD# 6397033) is an Investment Advisor Representative working at West Capital Management, Inc. in Philadelphia, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
West Capital Management Inc. Philadelphia, PA Aug 2014 - Current 2
The University Of Florida Levin College Of Law Gainesville, FL Aug 2013 - May 2014 < 1
Pamoza International Philadelphia, PA Feb 2013 - Jul 2013 < 1
Homerbonner P.a. Miami, FL Sep 2009 - Jan 2013 3
Unemployed Miami, FL May 2009 - Sep 2009 < 1
The University Of Miami School Of Law Coral Gables, FL Aug 2005 - May 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for James C. Kelly
Phone Number: 215-731-1820
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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