James Edward Kelley

Employer firm

Caliber Wealth Management, LLC CRD 331165

$1.76B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Caliber Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Caliber Wealth Management, Llc

Overland Park, KS
01/2020 → 12/2025

Cretive Finanical Designs

Lenexa, KS

Previous Registrations

2016-03-01 → 2025-12-31

Creative Financial Designs, Inc.

Lenea, KS

Kokomo, IN

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-02-26

S66 Uniform Combined State Law Examination

2016-02-26

Designations

Chartered Financial Analyst

Other Names

Jimmy Kelley

View on SEC IAPD