James
Kelin
Arete Wealth Advisors, LLC
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About this Advisor
James Kelin is a financial advisor based in New York, New York, working with Arete Wealth Advisors, LLC. James has previously held positions at Lord, Abbett & Co. LLC, Xavier University, Manheim Township School District, Valley Forge Military Academy, Fort Washington Investment Advisors, Inc, Castellini Management Company, Potbelly Sandwich Shop, Eddie Bauer, LLC, Universal Athletic Club, Dragonfly Cafe, LLC, and Golub Capital. James has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, James is part of Arete Wealth Advisors, LLC, which operates out of New York, New York. The firm has 26 offices and 130 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Arete Wealth Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,672,456,687
130
5,251
$508,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
James Kelin Work History
Golub Capital
Lord, Abbett & Co. LLC
Fort Washington Investment Advisors, Inc
Potbelly Sandwich Shop
Castellini Management Company
Eddie Bauer, LLC
Universal Athletic Club
Xavier University
Valley Forge Military Academy
Dragonfly Cafe, LLC
Manheim Township School District
Disclosures
Please visit the SEC profile of James Kelin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arete Wealth Advisors, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Los Gatos, CA
Chicago, IL
Melville, NY
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