James Thomas Kelley
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 NEWSOUTH CAPITAL MANAGEMENT INC located in Vestavia , Alabama. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. James has worked at 4 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Kelley
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
VULCAN VALUE PARTNERS LLC
Contact Information
Main Address
Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223Phone Number
(205) 803-1582# of Employees
38SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
160AUM (Assets Under Management)
$6,083,234,967Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
VULCAN VALUE PARTNERS LLC
State Registrations and Notice Filings
(6/16/2020)
(2/11/2022)
(10/13/2026)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2017About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Thomas Kelley's CRS (Customer Relationship Summary).
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