James David Kelin

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 02/2024
  Lord, Abbett & Co. Llc
  Jersey City, NJ
• 06/2016 → 05/2020
  Xavier University
  Cincinnati, OH
• 08/2019 → 12/2019
  Fort Washington Investment Advisors, Inc.
  Cincinnati, OH
• 03/2018 → 08/2018
  Castellini Management Company
  Cincinnati, OH
• 07/2019 → 08/2019
  Potbelly Sandwich Shop
  Cincinnati, OH
• 11/2017 → 03/2018
  Eddie Bauer, Llc
  Cincinnati, OH
• 05/2017 → 08/2017
  Universal Athletic Club
  Lancaster, PA
• 11/2015 → 06/2017
  Dragonfly Cafe, Llc
  Lancaster, PA
• 02/2024 → Present
  Golub Capital
  New York, NY

Previous Registrations

• 2020-10-20 → 2024-02-28
  Lord, Abbett & Co. Llc
  Jersey City, NJ

Other Businesses

dba Golub Capital, 160 hours per month, during trading hours. Wholesaler. Start date, 02/2024.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-14

Other Names

• James Kelin