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James Henry O'Leary

Henry James International Management, Inc.

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About James Henry O'Leary

James Henry O'Leary is an investment advisor representative with Henry James International Management, Inc. James has been working in the financial industry since 1986. James is registered in New Jersey and has a Series 6, 7, 24 and 63 licenses. James has a strong background in financial planning, portfolio management, and investment advisory services. James is dedicated to providing his clients with personalized investment advice and guidance. James is an experienced professional with a proven track record of success.

Firm Information

James O'Leary is currently registered with Henry James International Management, Inc.. Henry James International Management, Inc. is an investment advisor headquartered in New York, NY. The firm has approximately $370,807,021 in regulatory assets under management and provides portfolio management services for individuals, businesses, and state or municipal government entities. They also participate in wrap fee programs.
Henry James International Management, Inc.

274 MADISON AVE.

NEW YORK, NY 10016

$370.81M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James O'Leary’s Registration & Firm History

NY

11/03/2014 - Present

Henry James International Management, Inc. (NEW YORK NY)

ME

12/09/2009 - 01/03/2011

BHIL DISTRIBUTORS, INC. (PORTLAND ME)

NV

06/25/2008 - 11/30/2009

IFS FUND DISTRIBUTORS, INC. (RENO NV)

NV

06/06/1997 - 11/01/2006

NAVELLIER SECURITIES CORP. (RENO NV)

AZ

11/02/1992 - 03/12/1996

LEXINGTON FUNDS DISTRIBUTOR, INC. (SCOTTSDALE AZ)

PA

01/27/1986 - 10/05/1992

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 04/20/1990

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/1996

Series 24 - General Securities Principal Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

BC

Issued 11/08/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Henry O'Leary.
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