Caleb Kelso has been an investment adviser representative at Paradiem since May 2025, and is not listed among the firm’s executive officers or direct owners. Caleb Kelso holds a Degree in Finance with a minor in Business Analytics from the University of Arkansas.
Paradiem, LLC is a Covington, LA firm with $483M under management, 140 clients and 6 advisers across 3 offices, as of its September 2026 filing.
Caleb Kelso Jr. is Financial Planning Associate of Paradiem. He joined the firm in July 2025 and works alongside the planning team to serve families. His background includes small business manufacturing and the hospitality industry.
Investment adviser representative registrations
Caleb Kelso is registered as an investment adviser representative in 2 states. The first approvals date from May 2025; the most recent is Louisiana, in July 2025.
- LouisianaSince 8 July 2025
- TexasSince 19 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Caleb Whiteside Kelso
- CRD
- 8076928
- Firm
- Paradiem · CRD 158200
- Office
- 510 N JEFFERSON AVE, Covington, LA 70433-2640
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paradiem.org
Where does Caleb Kelso work?
Caleb Kelso is an investment adviser representative registered through Paradiem, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Caleb Kelso a financial advisor?
Yes. Caleb Kelso has a current investment-adviser registration in Louisiana and Texas, through Paradiem since May 2025.
How many years of experience does Caleb Kelso have?
Caleb Kelso has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Caleb Kelso passed?
Caleb Kelso passed the Series 65 in May 2025.
Where is Caleb Kelso based?
Caleb Kelso’s registered office is in Covington, LA.
Is Caleb Kelso registered with FINRA?
No. Caleb Kelso has no current broker registration.
How can I verify Caleb Kelso’s record?
Search CRD 8076928 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caleb Kelso’s full registration record.
