Best Investors Account Sign in
Inactive

James Edward Kelley

Caliber Wealth Management, LLC

Overland Park, KS

Claim This Profile
Current Employers
Caliber Wealth Management, Llc

6201 College Blvd Suite 650, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-04
  • KS RA
    APPROVED
    Since 2026-02-04

Branch Locations

6201 College Blvd Suite 650, Overland Park, KS 66211 • 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
OrganizationCityStateFromTo
Lighthouse Financial Lenexa KS 10/2015 12/2019
Caliber Wealth Management, Llc Overland Park KS 01/2026 Present
Cretive Finanical Designs Lenexa KS 01/2020 12/2025
  • 10/2015 → 12/2019
    Lighthouse Financial
    Lenexa, KS
  • 01/2026 → Present
    Overland Park, KS
  • 01/2020 → 12/2025
    Cretive Finanical Designs
    Lenexa, KS
Previous Registrations
Other Businesses

Minority owner of Mavs LLC, a club sports business located in Lenexa, KS. Business activity began in 2024 and generally represents less than 10 hours per month outside of normal business hours,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-26
  • S66 Uniform Combined State Law Examination
    2016-02-26
Designations
Other Names
  • Jimmy Kelley

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor