DC
DC

Donald James Callahan

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
67 advisors
Number of Clients
861 clients
Average Client Portfolio
$685K average
Assets Under Management
$590.1M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054

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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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Employment History
Current Registrations
Hennion & Walsh Asset Management, INC.
July 2024 - Present · 1 yr 7 mos
Hennion & Walsh, INC.Broker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2014 - March 2024 · 9 yrs 7 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.