James Mckelvie

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Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-05
MT	RA	APPROVED	2025-01-09

TX RA
APPROVED

Since 2025-03-05
MT RA
APPROVED

Since 2025-01-09

Branch Locations

1517 South Reserve St Ste 102, Missoula, MT 59801 • 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	11/2024	Present
United States Navy	Washington	DC	07/2003	10/2024

11/2024 → Present

Edward Jones

St Louis, MO
07/2003 → 10/2024

United States Navy

Washington, DC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-08

S66 Uniform Combined State Law Examination

2025-01-08

Other Names

Jamie Mckelvie

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

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John Blaise Suseland

BRADLEY CARL NORDBERG

JEFFREY DELWYN LARSON

Other Offices

EDWARD JONES · Missoula, MT

AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT

BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT

AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT

EDWARD JONES · MISSOULA, MT

WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT

VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT

LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

More in Missoula, MT

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