James David O'Connor is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 2025-09-19 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-08-14 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-10-24 | 2025-03-31 | — |