Kestra Private Wealth Services
45yrs
Top advisor by experience in Cranston
35yrs
James Joly is a fiduciary financial advisor in Cranston, Rhode Island, with 35 years in the industry. James joined Park Avenue Securities in 2024, after two years at Cambridge Investment Research Advisors and five years at Cantella & CO.. Park Avenue Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 129 advisors with offices in Cranston, and one of 127 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Rhode Island
Office2000 Chapel View Blvd Suite 215, Cranston, RI 02920
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?2 states
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowPark Avenue Securities LLCCurrent firm
- Dec 2022 – Nov 2024
- 2018 – 2023Cantella & CO., Inc.Previously
- Sep 2017 – Jul 2018Voya Financial Advisors, Inc.Previously
- Jun 2017 – Jun 2017Morgan StanleyPreviously
- 1997 – 2017LPL Financial LLCPreviously
Contact James
(888) 600-4667Firm headquarters in New York, NY. Ask for James. 2000 Chapel View Blvd Suite 215Cranston, RI 02920Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Park Avenue Securities at (888) 600-4667 and ask for James Joly. James works from the Cranston, RI office.
How long has James been a financial advisor?
James has been in the industry since 1991, about 35 years. Top 8% by experience in Rhode Island.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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