John O'connell, financial advisor Irvine CA

John O'connell

CRD Number: 867729
Current Firm: John G. O'connell

John O'connell (CRD# 867729) is an Investment Advisor Representative working at John G. O'connell in Irvine, CA and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
John G. O'connell Irvine, CA Sep 2022 - Current 1
J Alden Associates, Inc. Wayne, PA Jan 2022 - Sep 2022 < 1
Alden Capital Management Wayne, PA Jan 2022 - Sep 2022 < 1
National Securities Corporation Irvine, CA Sep 2020 - Jan 2022 1
National Asset Management Irvine, CA Sep 2020 - Jan 2022 1
Fsic Edmonds, WA May 2007 - Sep 2020 13
O'connell & Atarod LLC New York, NY May 2007 - Aug 2020 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1981
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for John G. O'connell
Phone Number: 212-724-2506
Registered State(s):
  • CA
Current Firm Details
John G. O'connell
Firm's CRD Number: 323103
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $482,241
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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