James B Conway
Investment adviser representative at Lumbard & Kellner, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$443.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Lumbard & Kellner, LLCOct 2020 to now
- Fc AdvisorsJul 2015 to Oct 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NH).
Lumbard & Kellner, LLC
$443.6MAssets managed
321Clients
3Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5019263
- Firm CRD
- 117196