JK
JK

James Kelley

8 Years of Experience
Birmingham, AL
Broker

James Kelley is a registered investment advisor, based in Birmingham, AL, with 8 years of industry experience.

Location

Three Protective Center, 2801 Highway 280 South, Ste 300, Birmingham, AL, 35223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is a Director of Client Service & Development at Vulcan Value Partners, LLC, a Registered Investment Adviser, and a Registered Representative at ALPS Distributors, Inc., a broker-dealer. He dedicates full-time hours to each role, selling and soliciting investment strategies and funds.

Employment History
Current Registrations
Paralel DistributorsBroker
September 2025 - Present · 8 mos
Vulcan Value Partners LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Alps Distributors, INC.Broker
September 2017 - September 2025 · 8 yrs
State Registrations2 states
ALTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Kelley - Financial Advisor | TrueAdvisor