John Dolan, financial advisor Upper Saddle River NJ
83 score

John Dolan

CRD Number: 1240315
Current Firm: Edward Jones

John Dolan (CRD# 1240315) is an Investment Advisor Representative working at Edward Jones in Upper Saddle River, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2010 - Current 6
Walnute Street Securities Mahwah, NJ Apr 2010 - Apr 2010 < 1
Lpl Financial Woodcliff Lake, NJ Mar 2009 - Mar 2010 1
Citigroup Global Markets Inc. Ridgewood, NJ Nov 2002 - Mar 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John F. Dolan
Phone Number: 314-515-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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