James Michael Mcdonnell

Current Employers

Employment History

• 02/2012 → 10/2019
  Dba Dc Wealth Advisors
  Foxborough, MA
• 12/2013 → 10/2019
  Lpl Financial, Llc
  Foxborough, MA
• 10/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2019 → Present
  Mcdonnell Wealth Inc.
  Foxborough, MA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-12-16 → 2019-11-18
  Lpl Financial Llc
  W. Roxbury, MA
• 2011-10-04 → 2013-12-12
  Voya Financial Advisors, Inc.
  Braintree, MA
  Foxborough, MA
• 2009-03-25 → 2011-09-28
  Osaic Wealth, Inc.
  Waltham, MA
• 2006-09-13 → 2009-03-26
  Eagle Strategies Llc
  Waltham, MA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: MCDONNELL WEALTH INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2019 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER - PROVIDE FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 56 CENTER AVE, MIDDLETOWN, RI 02842; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: BEACH PROPERTY RENTAL - USES AIRBNB AND VRBO TO LIST HOME;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-21
• S63 Uniform Securities Agent State Law Examination
  2003-03-20

Designations

Other Names

• James M Mcdonnell