James Kelly
James Kelly is a registered investment advisor at Raymond James & Associates, INC., based in Winston-Salem, NC, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 North Main Street, Suite 2400, Winston-Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the owner/proprietor of Benzil LLC, a rental real estate business, since 2021. He dedicates a few hours per week to this activity as an Airbnb host.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Westhampton Capital
Suntrust Capital Markets, INC.Broker
Salomon Smith Barney INC.Broker
Quest Capital Strategies, INC.Broker
Olde Discount CorporationBroker
State Registrations4 states
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