Unclaimed Profile

James Howard Kelly

WENNCO LLC·ATLANTA, Georgia

SIE, Series 7, Series 7TO, Series 63, Series 65, Series 86, Series 87Clean record6 years registeredWENNCO LLC

750 HAMMOND DRIVE, ATLANTA, GA 30328CRD# 2463479Firm CRD# 293091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Howard Kelly · ATLANTA, GA

Registration

CRD #2463479 · WENNCO LLC · 6 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Nov 2024 – present

WESTHAMPTON CAPITAL

Oct 2019 – Aug 2023

WINSTON-SALEM, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · October 15, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WENNCO LLC

CRD 293091 · SEC 801-112933

AUM

$279M

Regulatory assets under management

Employees

544 client accounts

Services offered by WENNCO LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WENNCO LLC →

Introduction

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Frequently Asked Questions

What services does James Howard Kelly offer?

James Howard Kelly specializes in Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are James Howard Kelly's credentials?

James Howard Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Howard Kelly located?

James Howard Kelly is based in ATLANTA, Georgia, working with WENNCO LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does James Howard Kelly charge for services?

James Howard Kelly's firm is compensated through percentage of aum, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WENNCO LLC?

WENNCO LLC has approximately 1 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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