John James Coolahan

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

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

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

Current Employers

Employment History

• 10/2020 → 03/2021
  Fidelity Investments
  Merrimack, NH
• 08/2016 → 05/2020
  Babson College
  Wellesley Hills, MA
• 05/2018 → 08/2018
  Palladiem Llc
  Wayne, PA
• 06/2018 → 08/2018
  Clearbridge Investments
  Wilmington, DE
• 05/2020 → 10/2020
  Unemployed
  Newtown, PA
• 04/2021 → 11/2021
  Morgan Stanley
  Berwyn, PA
• 12/2021 → Present
  Columbia Management Investment Distributors, Inc
  Boston, MA

Previous Registrations

• 2021-05-10 → 2021-11-30
  Morgan Stanley
  Berwyn, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-27
• S63 Uniform Securities Agent State Law Examination
  2020-06-23

Other Names

• John James Coolahan
• Jack Coolahan
• John Coolahan
• John J Coolahan