James P. O'MAlley

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 05/2018
  Bank Of America, N.A.
  Oklahoma City, OK
• 05/2018 → 07/2023
  Jp Morgan Chase Bank, N.A.
  Choctaw, OK
• 08/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2018-07-02 → 2023-08-09
  J.P. Morgan Securities Llc
  Choctaw, OK
  Midwest City, OK
  Edmond, OK
  Edmond, OK
  Edmond, OK
• 2016-05-26 → 2018-05-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
  Oklahoma City, OK
  Austin, TX
  Oklahoma City, OK
  Oklahoma City, OK
  Albuquerque, NM
• 2013-04-23 → 2013-08-27
  Edward Jones
  Tulsa, OK
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-06-06

Other Names

• James Omalley
• James Patrick Omalley
• James Patrick Omalley
• James Patrick O'MAlley
• James Patrick O'MAlley
• James O'MAlley
• James P. O'MAlley
• James P. O'MAlley