James Howard Mckee

Current Employers

Employment History

• 04/2007 → Present
  Mckee & Associates, Llc
  Nitro, WV
• 03/2015 → Present
  Mckee Wealth Management
  Nitro, WV
• 03/2009 → Present
  First Summit Financial
  Sanford, FL
• 03/2017 → 06/2017
  Southeast Investments, N.C. Inc.
  Charlotte, NC
• 01/2005 → Present
  Home Builders Association Of Greater Charleston
  South Charleston, WV

Previous Registrations

• 2015-04-13 → 2020-12-31
  Mckee Wealth Management
  Hurricane, WV
• 2009-03-10 → 2015-03-13
  Osaic Fs, Inc.
  Winston Salem, NC
  Kenova, WV
  Kenova, WV
• 2005-06-10 → 2007-04-02
  Equitable Advisors, Llc
  Charleston, WV
  Charleston, WV

Other Businesses

1. MCKEE WEALTH MANAGEMENT, LLC: 3060 Mount Vernon Road, Ste 1, Hurricane, WV 25526. MCKEE WEALTH MANAGEMENT, LLC IS A REGISTERED INVESTMENT ADVISORY FIRM. I am PRESIDENT, CCO, Owner, and AN INVESTMENT ADVISORY REPRESENTATIVE OF THE FIRM. I will DEVOTE 160 HOURS PER MONTH IN TOTAL, AND APPROXIMATELY 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS ON DUTIES RELATING TO MCKEE WEALTH MANAGEMENT, LLC. DUTIES REVOLVE AROUND THE FIRMS CLIENT PORTFOLIO MANAGEMENT ACTIVITIES AND ACTIVITIES RELATED TO MEETING WITH MCKEE WEALTH MANAGEMENT INVESTMENT ADVISORY CLIENTS. I am compensated by fees. 2. MCKEE & ASSOCIATES, LLC, 3060 Mount Vernon Road, Ste 1, Hurricane, WV 25526. MCKEE & ASSOCIATES, LLC IS AN INSURANCE AGENCY. I am owner and president. I will devote 160 HOURS PER MONTH IN TOTAL, AND APPROXIMATELY 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS ON DUTIES RELATING TO MCKEE & ASSOCIATES, LLC DUTIES REVOLVE AROUND SELLING AND SERVICING COMMISSIONED BASED GROUP BENEFITS, DI, LTC, FIXED AND EQUITY INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE. I am compensated by commissions. 3. FIRST SUMMIT FINANCIAL, 4907 INTERNATIONAL PARKWAY, SUITE 1071, SANFORD, FL 32771. JAMES H. MCKEE IS AN AGENT OF FSF AND DEVOTES 200+ HOURS PER MONTH IN TOTAL, AND APPROXIMATELY 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS ON DUTIES RELATING TO SELLING TRADITIONAL LIFE AND LONG TERM CARE INSURANCE. I am compensated by commissions. 4. Home Builders Association of Greater Charleston: 540 Third Ave, South Charleston, WV 25303. 01/2005. I am a board member for this Builder Trades board. I will devote 10 hours per month to this business. I am not compensated.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-05

Other Names

• James Mckee