John Odell, financial advisor Pasadena CA

John Odell

CRD Number: 1908737
Current Firm: Capital Research & Consulting LLC

John Odell (CRD# 1908737) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 32 years of experience in the finance industry. John Odell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capital Research Brokerage Services, LLC Pasadena, CA Mar 2000 - Current 24
Capital Research & Consulting LLC Pasadena, CA Oct 1997 - Current 26
Rba Client Services Pasadena, CA May 1997 - Current 26
Arroyo Investment Group Pasadena, CA Aug 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for John P. Odell
Phone Number: 626-844-1440
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,339
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $99,048,989
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA

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