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James T. Donnelly

Focus Financial

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About James T. Donnelly

James Donnelly is a financial advisor with Focus Financial. James is registered with the state of Minnesota and several other states, including Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Michigan, Pennsylvania, Virginia, and Wisconsin. James has worked in the financial services industry since 1998.

Firm Information

James Donnelly is currently registered with Focus Financial. Focus Financial is an investment advisory firm based in Minneapolis, Minnesota. They offer financial planning, portfolio management for individuals and businesses, and pension consulting. The firm manages over $5 billion in assets for clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. They participate in wrap fee programs.
Focus Financial

1300 GODWARD STREET NE

MINNEAPOLIS, MN 55413

$5.39B

Assets Under Management

50

Total Clients

112

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.

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

Percentage of assets under management with third party manager

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James Donnelly’s Registration & Firm History

MN

12/09/2013 - Present

Focus Financial (MINNEAPOLIS MN)

MN

05/08/2002 - 12/04/2006

WELLS FARGO INVESTMENTS, LLC (MAPLEWOOD MN)

MO

06/30/1998 - 05/06/2002

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/05/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James T. Donnelly.
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