James T. 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

• 06/2018 → 08/2018
  Citigroup
  Boston, MA
• 01/2016 → 05/2019
  Boston College Media Technology Services
  Boston, MA
• 08/2015 → 05/2019
  Boston College
  Chestnut Hill, MA
• 06/2017 → 08/2017
  Megansett Yacht Club
  North Falmouth, MA
• 09/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 09/2021 → Present
  Jpmorgan Securties Llc
  New York, NY
• 06/2019 → 08/2021
  Citigroup
  Boston, MA
• 07/2019 → 08/2021
  Citigroup Global Markets Inc.
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-08
• S63 Uniform Securities Agent State Law Examination
  2019-08-07

Other Names

• Jj O'DOnnell
• James Thornton Odonnell