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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames P. O'Malley is a financial advisor with Edward Jones. James is based in Choctaw, Oklahoma, and has been in the industry since 2014. James has Series 7 and 66 securities licenses and has been registered with FINRA since 2013. James also holds a Series 63 license. James has worked with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and ScotTrade, Inc. James has a strong track record of providing financial advice to individuals, families, and businesses. James is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OK
08/04/2023 - Present
Edward Jones (CHOCTAW OK)
OK
07/02/2018 - 08/09/2023
J.P. MORGAN SECURITIES LLC (EDMOND OK)
OK
05/02/2016 - 05/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
OK
04/06/2015 - 04/26/2016
SCOTTRADE, INC. (OKLAHOMA CITY OK)
OK
01/04/2013 - 08/27/2013
EDWARD JONES (TULSA OK)
BOTH
Issued 06/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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