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James P
Series 63, Series 65
Richmond, VA
Keel Point, LLC
James Perry is a financial advisor at Keel Point, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Keel Point since 2019, following three years at Keel Point Capital, LLC. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to provide portfolio management, financial planning, and corporate retirement consulting across various asset classes.
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