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James Joseph O'Connor

1919 Investment Counsel, LLC

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About James Joseph O'Connor

James O'Connor is a financial advisor based in San Francisco, California. He has been in the industry since 2001, and is currently registered as a Registered Representative with 1919 Investment Counsel, LLC. James has a strong background in financial planning and portfolio management. His previous employment includes working at Thomas Weisel Partners LLC. He also holds a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA) designation, which highlights his commitment to professional development.

Firm Information

James O'Connor is currently registered with 1919 Investment Counsel, LLC. 1919 Investment Counsel, LLC is an investment advisor registered with the SEC. Based in Baltimore, MD, the firm provides financial planning, pension consulting, and investment management services to individuals, families, corporations, institutions, and charitable organizations. They also offer certain family office services. 1919 Investment Counsel manages over $21 billion in assets.
1919 Investment Counsel, LLC

ONE SOUTH STREET

BALTIMORE, MD 21202

$21.26B

Assets Under Management

6

Total Clients

31

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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nondiscretionary investment advice and certain family office services

Nondiscretionary investment advice and certain family office services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Asset-based fees for nondiscretionary model advice

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James O'Connor’s Registration & Firm History

CA

10/03/2018 - Present

1919 Investment Counsel, LLC (San Francisco CA)

CA

03/07/2001 - 07/31/2001

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 04/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Joseph O'Connor.
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