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JK

James P. Kelly

NORTH POINT PORTFOLIO MANAGERS
ORANGE VILLAGE, OH 44122-8201
CRD#: 6186627
Some features on this profile are disabled
JK
James Patrick KellyNORTH POINT PORTFOLIO MANAGERS

Professional summary

James Patrick Kelly, who also goes by Pat Kelly, is a registered financial advisor currently at NORTH POINT PORTFOLIO MANAGERS CORPORATION located in Orange Village, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 3 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pat Kelly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Kelly's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 25, 2026 - Present

NORTH POINT PORTFOLIO MANAGERS CORPORATION

Office #1: 100 Park Avenue Suite 200, Orange Village, OH 44122-8201
RIA
CRD#: 111257
ORANGE VILLAGE, OH
Past

February 3, 2014 - August 18, 2015

NORTHCOAST RESEARCH PARTNERS, LLC

BD
CRD#: 149109
CLEVELAND, OH
Past

February 1, 2014 - August 18, 2015

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NP
NORTH POINT PORTFOLIO MANAGERS CORPORATION
NORTH POINT PORTFOLIO MANAGERS CORPORATION

CRD#: 111257 / SEC#: 801-56362

RIA
Registered Investment Advisory firm - (3/29/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(3/25/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/29/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/18/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 3/12/2015
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 10/29/2014
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 2/1/2014
General Securities Representative Examination

Current Firm

NP
NORTH POINT PORTFOLIO MANAGERS CORPORATION
NORTH POINT PORTFOLIO MANAGERS CORPORATION

CRD#: 111257 / SEC#: 801-56362

RIA
Registered Investment Advisory firm - (3/29/1999 Approved)
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Contact information

Main Address
100 Park Avenue Suite 200, Orange Village, OH 44122-8201
Mailing Address
Phone number
(440) 720-1100
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 - NORTH POINT PORTFOLIO MANAGERS CORPORATION (3/10/2026)

Regulatory assets under management

Total Number of Accounts276
AUM (Assets Under Management)$ 773,323,451

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
03/11/2025
Cover Page
Report
03/04/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTH POINT PORTFOLIO MANAGERS CORPORATION

CRD#: 111257Orange Village, OH 44122-8201

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