James Donohue, financial advisor Towson MD
93 score

James Donohue

CRD Number: 3097317
Current Firm: Greenspring Wealth Management, Inc.

James Donohue (CRD# 3097317) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Greenspring Wealth Management, Inc. Towson, MD Aug 2009 - Current 7
Essex Com. College Baltimore, MD Jan 1973 - Current 43
Donohue & Assoc Hunt Valley, MD Jan 1972 - Current 44
Trust House, Inc. Baltimore, MD Apr 2003 - Aug 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for James M. Donohue
Phone Number: 443-564-4600
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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