James Patrick Kelly
Investment Adviser Representative at NORTH POINT PORTFOLIO MANAGERS CORPORATION
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Patrick Kelly has worked in the securities industry since 2026. They have passed the Series 87, 86, 63, and 7 examinations. They are registered to provide investment advisory services in Ohio.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 (up to $1M) | 0.80% |
| Next $4 million | 0.60% |
| Next $20 million | 0.50% |
| Amount over $25 million | 0.40% |
North Point Portfolio Managers Corporation Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at NORTH POINT PORTFOLIO MANAGERS CORPORATION
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Patrick Kelly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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