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James Michael Kelley

Equitable Advisors, LLC

Independence, OH

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-03
  • OH RA
    APPROVED
    Since 2025-06-03

Branch Locations

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Equitable Advisors Llc New York NY 11/2023 Present
Zbin Landscaping Rocky River OH 06/2022 08/2023
United Performance Metals Hamilton OH 06/2022 08/2022
Martins Deli Rocky River OH 06/2021 08/2022
Elon College Elon NC 08/2019 05/2023
Door Dash San Francisco CA 10/2023 12/2024
Rocky River High School Rocky River OH 08/2016 06/2019
Unemployed Rocky River OH 07/2019 07/2019
Unemployed Rocky River OH 09/2023 09/2023
  • 11/2023 → Present
    Equitable Advisors Llc
    New York, NY
  • 06/2022 → 08/2023
    Zbin Landscaping
    Rocky River, OH
  • 06/2022 → 08/2022
    United Performance Metals
    Hamilton, OH
  • 06/2021 → 08/2022
    Martins Deli
    Rocky River, OH
  • 08/2019 → 05/2023
    Elon College
    Elon, NC
  • 10/2023 → 12/2024
    Door Dash
    San Francisco, CA
  • 08/2016 → 06/2019
    Rocky River High School
    Rocky River, OH
  • 07/2019 → 07/2019
    Unemployed
    Rocky River, OH
  • 09/2023 → 09/2023
    Unemployed
    Rocky River, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-24
S63 Uniform Securities Agent State Law Examination 2024-04-30
  • S65 Uniform Investment Adviser Law Examination
    2025-05-24
  • S63 Uniform Securities Agent State Law Examination
    2024-04-30
Other Names
  • James Kelley
  • James Michael Kelley

View on SEC IAPD

Other Firms

STRATEGIC WEALTH PARTNERS, LTD.
SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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