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James Earl Kelley

Member, President, Chief Operating OfficerCapital Planning, LLCCRD 1348439

About James Earl Kelley

James Earl Kelley is listed as Member, President, Chief Operating Officer at Capital Planning, LLC in Bellevue, WA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Capital Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Earl Kelley work?

James Earl Kelley is listed as Member, President, Chief Operating Officer at Capital Planning, LLC on SEC Form ADV.

How much of Capital Planning, LLC does James Earl Kelley own?

Form ADV reports a beneficial ownership band of 10-25%.

Capital Planning, LLC

TitleMember, President, Chief Operating Officer
Ownership10-25%
Control personYes
Since2014
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