Colin F. O'DOnnell

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 08/2020 → 07/2021
  Equitable Advisors, Llc
  New York, NY
• 08/2016 → 05/2020
  University Of Richmond
  Richmond, VA
• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2019 → 05/2020
  Diversified Financial Consultants
  Whippany, NJ
• 06/2018 → 07/2018
  Drinker Biddle & Reath Llp
  Florham Park, NJ
• 01/2019 → 12/2019
  University Of Richmond
  Richmond, VA
• 06/2020 → 07/2020
  Unemployed
  Morristown, NJ

Previous Registrations

• 2021-04-19 → 2021-09-08
  Equitable Advisors, Llc
  Secaucus, NJ

Other Businesses

Effective 8/6/2021 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-05

Other Names

• Colin O'DOnnell
• Colin Odonnell