JD
JD

James Patrick Donnelly

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
817 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
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Location

1201 3rd Avenue, Suite 5040, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James works as an advisor for Institute for Wealth Management DBA Madison Park Advisors, dedicating full-time hours to financial advisory, financial planning, and client servicing. He also manages and services client annuities for DMK Advisor Group, spending minimal time on this activity.

Employment History
Current Registrations
The Institute
May 2019 - Present · 6 yrs 9 mos
Dmk Advisor Group, INC.
November 2017 - Present · 8 yrs 3 mos
Dmk Advisor Group, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2017 - November 2017 · 3 mos
Institute for Wealth Advisors, INC.
January 2017 - April 2019 · 2 yrs 3 mos
Sowell Management Services
October 2016 - January 2017 · 3 mos
International Assets Advisory, LLCBroker
September 2016 - January 2017 · 4 mos
Concert Wealth Management
September 2014 - June 2017 · 2 yrs 9 mos
Dinosaur Financial Group, L.L.CBroker
August 2014 - August 2016 · 2 yrs
State Registrations5 states
AZCASDTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.