James T. Donnelly

Current Employers

Employment History

• 12/2006 → Present
  Osaic Wealth, Inc.
  Roseville, MN
• 12/2006 → Present
  Focus Financial Network, Inc.
  Roseville, MN

Previous Registrations

• 2004-02-17 → 2006-12-04
  Wells Fargo Investments, Llc
  Arden Hills, MN
  Maplewood, MN
  Arden Hills, MN

Other Businesses

1. FOCUS FINANCIAL NETWORK, INC, INVESTMENT RELATED, 1300 GODWARD ST. NE, SUITE 5500, MINNEAPOLIS, MN 55113, STATUTORY AGENT, 12/01/2006, 3 HRS MONTH, 3 HRS DST, SELLING LIFE INSURANCE AND FIXED ANNUITIES. 2. FOCUS FINANCIAL NETWORK, INC, INVESTMENT RELATED, 1300 GODWARD ST. NE, SUITE 5500, MINNEAPOLIS, MN 55413, REGISTERED INVESTMENT ADVISOR, 12/01/2006, 20 HRS MONTH, 20 HRS DST, PROVIDE INVESTMENT ADVISORY SERVICES TO CLIENTS. 3. MIDLAND TOASTMASTERS CLUB POSITION: Vice-President for Membership NATURE: Non-Profit Club which focuses on improving public speaking skills and leadership development. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: Various Locations, Saint Paul MN 55113, United States DESCRIPTION: I am responsible for membership development in the club, specifically, recruiting and encouraging new members to join the club. 4. ST. ODILIA MUSICAL MINISTRY COMMITTEE POSITION: Member of Musical Ministry Committee NATURE: Non Profit Church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: 3495 Victoria St. N, Shoreview MN 55126, United States DESCRIPTION: Meet with other committee members on a monthly basis to plan and organize annual musical productions at my church. 5. TRUSTEE POSITION: Trustee for trust NATURE: Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2003 ADDRESS: 5754 Pond Drive, Shoreview MN 55126, United States DESCRIPTION: I am trustee for the Donnelly Grandchildren's trust that was established by my mother who is now deceased. I take annual income from the trust during my lifetime and manage the trust assets. Upon my death, the assets will pass to my two children. 6. HILL-MURRAY SCHOOL POSITION: Alumni Board Member NATURE: Private Catholic Middle School and High School INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 09/18/2025 ADDRESS: 2625 Larpenteur Ave. E, Maplewood MN 55109, United States DESCRIPTION: The Hill-Murray School Alumni Board is advisory in nature. It exists to promote engagement and involvement among alumni of Hill-Murray School. This includes sponsoring alumni events a few times per year. As part of this, I have been asked to be a "Financial Fitness" committee member that raises awareness of various ways alumni may contribute to the school such as qualified charitable distributions, wills, etc.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-05
• S63 Uniform Securities Agent State Law Examination
  1998-07-02

Other Names

• Jim Donnelly
• James Thornton Donnelly