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James Bayle Kelligrew

U.S. BANCORP INVESTMENTS, INC.·SAINT PAUL, Minnesota
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordU.S. BANCORP INVESTMENTS, INC.
60 LIVINGSTON AVENUE, SAINT PAUL, MN 55107CRD# 1865519Firm CRD# 17868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Bayle Kelligrew · SAINT PAUL, MN
Registration
CRD #1865519 · U.S. BANCORP INVESTMENTS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
U.S. BANCORP INVESTMENTS, INC.
CRD 17868 · SEC 801-68122
AUM
$15.9B
Regulatory assets under management
Employees
2,307
60,028 client accounts
Services offered by U.S. BANCORP INVESTMENTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at U.S. BANCORP INVESTMENTS, INC. →
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Frequently Asked Questions

What services does James Bayle Kelligrew offer?
James Bayle Kelligrew specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PAUL, Minnesota for a consultation.
What are James Bayle Kelligrew's credentials?
James Bayle Kelligrew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bayle Kelligrew located?
James Bayle Kelligrew is based in SAINT PAUL, Minnesota, working with U.S. BANCORP INVESTMENTS, INC.. Their office serves clients in the SAINT PAUL metropolitan area and surrounding communities.
How does James Bayle Kelligrew charge for services?
James Bayle Kelligrew's firm is compensated through percentage of aum, other: 12b-1,networking&shareholder serv,product partner arrangements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S. BANCORP INVESTMENTS, INC.?
U.S. BANCORP INVESTMENTS, INC. has approximately 2307 employees and manages $15.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at U.S. BANCORP INVESTMENTS, INC.

James Whang
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Jeffrey Adam Walter
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Beth D Lawlor
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Kathleen Renee Odegaard
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Daniel Joseph Mccormack
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Dorothy Ann Mitchel
SAINT PAUL, MN

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Nearby cities in Minnesota
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