James T. Kelley

VULCAN VALUE PARTNERS LLC

Birmingham, AL 35223

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CRD#: 6853854

Professional summary

James Thomas Kelley, who also goes by James Kelley, is a registered financial advisor currently at VULCAN VALUE PARTNERS LLC located in Birmingham, Alabama and PARALEL DISTRIBUTORS located in Birmingham, Alabama.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. James has worked at 3 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Kelley

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.

1) Vulcan Value Partners, LLC.; Investment-Related; Three Protective Center 2801 Highway 280 South, Suite 300, Birmingham, AL 35223; Registered Investment Advisor; Director of Client Service & Development; 07/2017; 160HRS/MON; 160 HRS/MON During Trading Hours; Sell/Solicit Vulcan Strategies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Thomas Kelley'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

June 16, 2020 - Present

VULCAN VALUE PARTNERS LLC

Office #1: Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223

RIA

CRD#: 151190

Birmingham, AL

Current

September 18, 2025 - Present

PARALEL DISTRIBUTORS

Office #1: 2801 Highway 280 South Suite 300, Birmingham, AL 35223

CRD#: 316115

Birmingham, AL

Past

September 21, 2017 - September 12, 2025

ALPS DISTRIBUTORS, INC.

CRD#: 16853

BIRMINGHAM, AL

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".

VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA

Registered Investment Advisory firm - (11/5/2009 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Alabama
(6/16/2020)

Alabama
(9/18/2025)

IAR

Texas
(2/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/5/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/21/2017

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA

Registered Investment Advisory firm - (11/5/2009 Approved)

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Contact information

Main Address

Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223

Mailing Address

Phone number

(205) 803-1582

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VULCAN VALUE PARTNERS ADV PART 2A (7/28/2025)

VULCAN VALUE PARTNERS ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 6,922,012,634

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.

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Advisor Monitoring

Firm Stability Insights

James T. Kelley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Thomas Kelley's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARALEL DISTRIBUTORS

ALPS DISTRIBUTORS, INC.

Primary Firm SEC Registration

VULCAN VALUE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2019

Series 63

Date: 8/29/2018

Series 66

Date: 8/5/2018

SIE

Date: 10/1/2018

Series 6

Date: 9/21/2017

FINRA

Current Firm

VULCAN VALUE PARTNERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VULCAN VALUE PARTNERS LLC

TRUST BUT VERIFY

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