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John Patrick Odell

Capital Research & Consulting LLC

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About John Patrick Odell

John Odell is a financial professional with over 30 years of experience in the industry. John has held principal positions at a number of firms, including Capital Research & Consulting LLC and Arroyo Investment Group, LLC, and has also served as a Managing Partner for SOR-DEL Properties. John is registered with the state of California as both a broker-dealer and an investment advisor and holds a Series 7, 24, 27, 51 and 63 license as well as the SIE and Series 99TO exams.

Firm Information

John Odell is currently registered with Capital Research & Consulting LLC. Capital Research & Consulting LLC is a Pasadena, CA-based investment advisor with approximately $6.34 billion in regulatory assets under management. The firm primarily provides portfolio management services for pension and profit-sharing plans, as well as state or municipal government entities. Capital Research & Consulting LLC also offers pension consulting services.
Capital Research & Consulting LLC

15 S. RAYMOND AVENUE

PASADENA, CA 91105

$6.34B

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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other

Asset based fees

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John Odell’s Registration & Firm History

CA

11/25/2019 - Present

Capital Research & Consulting LLC (PASADENA CA)

NY

08/21/1998 - 04/03/2000

NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)

CA

03/29/1996 - 09/24/1998

ASCHER/DECISION SERVICES, INC. (SAN MARINO CA)

NA

08/05/1992 - 07/20/1995

PASADENA FUND SERVICES, INC.

NY

08/09/1991 - 11/04/1991

CITICORP SELECT INVESTMENTS (LONG ISLAND CITY NY)

CA

05/10/1989 - 10/04/1991

PILGRIM DISTRIBUTORS CORP. (LOS ANGELES CA)

CA

12/20/1988 - 05/05/1989

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

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Licenses & Designations

IA

Issued 10/01/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 03/21/2011

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/08/2000

Series 27 - Financial and Operations Principal Examination

BC

Issued 12/09/1992

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Patrick Odell.
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