John F Donnelly

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 07/2023 → 06/2024
  Jpmorgan Chase Bank, N.A.
  Portland, OR
• 04/2021 → 07/2023
  First Republic Bank
  Portland, OR
• 03/2020 → 04/2021
  Bank Of America
  Portland, OR
• 07/2011 → 10/2018
  Saint Peter Claver Church
  Simi Valley, CA
• 04/2018 → 07/2018
  University Of California Los Angeles
  Los Angeles, CA
• 11/2018 → 02/2020
  Unemployed
  Simi Valley, CA
• 06/2025 → Present
  Morgan Stanley
  Portland, OR
• 06/2024 → 06/2025
  N/A
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2025-10-21

Other Names

• John Francis Donnelly
• John Donnelly