James Aloysius Kelleher

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-04
NJ	RA	APPROVED	2013-11-08

TX RA
APPROVED

Since 2019-01-04
NJ RA
APPROVED

Since 2013-11-08

Branch Locations

1006 Mantua Pike Suite 4, Woodbury Heights, NJ 08097 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2013	Present

11/2013 → Present

Edward Jones

St Louis, MO

Previous Registrations

2009-01-12 → 2013-06-13

Raymond James Financial Services Advisors, Inc

West Deptford, NJ

West Deptford, NJ
2005-04-27 → 2009-01-12

Raymond James Financial Services, Inc.

Thorofare, NJ

West Deptford, NJ

Other Businesses

Woodbury Heights Elementary School Woodbury Heights, NJ Start date: 1/8/2013 Board Member Hours per week: 0 Hours during trading: 0 Provide guidance for the daily administration of the school, review & upgrade school curriculum, involved in the hiring of staff.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-12-02
S63	Uniform Securities Agent State Law Examination	2003-04-04

S65 Uniform Investment Adviser Law Examination

2004-12-02
S63 Uniform Securities Agent State Law Examination

2003-04-04

Designations

Certified Financial Planner

Other Names

Jim Kelleher
James Aloysius Kelleher

View on SEC IAPD