James K. Byrne
Professional summary
James Kevin Byrne, who also goes by Jb Byrne, Kevin Byrne, is a registered financial advisor currently at GRAND STREET ADVISORS, LLC located in Kansas City, Missouri.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. James has worked at 8 firms and has passed the Series 66, Series 63, Series 3, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Kevin Byrne's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 16, 2004 - Present
GRAND STREET ADVISORS, LLC
June 1, 1999 - March 10, 2004
CHARLES SCHWAB & CO., INC.
April 9, 1999 - March 10, 2004
CHARLES SCHWAB & CO., INC.
September 27, 1995 - April 27, 1998
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
July 5, 1991 - August 11, 1995
SANWA UNIVERSAL SECURITIES CO., LLC
July 5, 1991 - August 11, 1995
SANWA SECURITIES (USA) CO., L.P.
January 18, 1990 - July 17, 1990
CHAPDELAINE & CO. GOVERNMENT SECURITIES, INC.
February 9, 1989 - August 12, 1989
THE BROKERAGE CORPORATION OF AMERICA, INC.
August 31, 1987 - February 28, 1989
FUNDAMENTAL BROKERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/23/2004)
(4/16/2004)
Exams
Current Firm
GRAND STREET ADVISORS, LLC
CRD#: 130584 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 9,000,000 |
Red Flags
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