James Donlin, financial advisor Mechanicsville VA

James Donlin

CRD Number: 2579395
Current Firm: East West Investment Advisors, LLC

James Donlin (CRD# 2579395) is an Investment Advisor Representative working at East West Investment Advisors, LLC in Mechanicsville, VA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Marriott Securities, LLC Richmond, VA Oct 2021 - Current 2
East West Investment Advisors LLC Sandy Point, VA Jan 2021 - Current 3
Oyster Consulting Glen Allen, VA Jan 2020 - Current 4
Oyster Consulting LLC Glen Allen, VA Mar 2019 - Jan 2020 < 1
Capitol Securities Management, Inc. Mclean, VA Dec 2007 - Jan 2020 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for James J. Donlin
Phone Number: 703-883-0770 X208
Registered State(s):
  • VA
Current Firm Details
East West Investment Advisors, LLC
Firm's CRD Number: 159038
By the Numbers
  • Total Assets Under Management
    77
    MILLIONS
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $684,762
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

VA

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