James Daniel Mcdermott

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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 → Present
  Netjets
  Wheaton, IL
• 10/2023 → Present
  Osaic Wealth Inc
  Oakbrook Terrace, IL
• 10/2015 → 10/2023
  Raymond James & Associates, Inc.
  Oakbrook Terrace, IL

Previous Registrations

• 2015-10-16 → 2023-10-27
  Raymond James & Associates, Inc.
  Chicago, IL
  Oakbrook Terrace, IL
• 2011-12-21 → 2015-11-03
  Oppenheimer & Co. Inc.
  Chicago, IL
• 2006-01-06 → 2011-12-21
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 1998-07-27 → 2006-01-18
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1. Netjets Address: Wheaton, IL Nature of the Business: Part Time Hourly Employee Position/Title: Part Time Hourly Employee Investment Related: No Start Date: 08/28/2020 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 4 Description of duties: my family was picked to be in a NETJETS print ad. I am the DAD. 2. GCG WEALTH MANAGEMENT LLC POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 1415 vantage park drive, suite 250, charlotte NC 28203, United States DESCRIPTION: these are dba's I am investment advisor 3. GCG ADVISORY PARTNERS POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 1415 vantage park drive, suite 250, charlotte NC 28203, United States DESCRIPTION: managing money for clients 4. MCDERMOTT GALL WEALTH MANAGEMENT POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 1415 vantage park drive, suite 250, charlotte NC 28203, United States DESCRIPTION: these are DBA's I am registered investment advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-24
• S63 Uniform Securities Agent State Law Examination
  1994-06-13

Other Names

• James Daniel Mcdermott
• James D Mcdermott