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JN

James R. Noonan

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CRD#: 1139204
JN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Robert Noonan was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 1, 2010 - December 31, 2017

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

December 12, 2006 - May 1, 2010

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
PROVIDENCE, RI
Past

October 24, 2005 - June 8, 2006

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
GROTON, CT
Past

October 24, 2005 - June 8, 2006

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
GROTON, CT
Past

April 5, 2005 - October 19, 2005

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
PROVIDENCE, RI
Past

December 6, 2004 - October 19, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

December 6, 2004 - October 19, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

January 1, 2000 - December 6, 2004

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
WARWICK, RI
Past

July 15, 1983 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

July 15, 1983 - December 6, 2004

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CM
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. | SELIGMAN MARKETING, INC. | SELIGMAN DISTRIBUTORS, INC. | SELIGMAN ADVISORS, INC. | RIVERSOURCE FUND DISTRIBUTORS, INC. | J & W SELIGMAN & CO. MARKETING, INC.

CRD#: 840 / SEC#: , 8-25845

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
290 Congress Street, Boston, MA 02210
Mailing Address
290 Congress Street Bx 29 20661, Boston, MA 02210
Phone number
(617) 385-9565
Established
Delaware since 04/20/1978
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
J. & W. SELIGMAN & CO. INCORPORATEDSOLE STOCKHOLDER
BUFF, STEPHEN ODONNELLVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER2143366
BUMPUS, JAMES FREDERICKDIRECTOR, VICE PRESIDENT, AND HEAD OF INTERMEDIARY MARKETS1928724
DEFAO, MICHAEL EVICE PRESIDENT, CHIEF LEGAL OFFICER AND ASSISTANT SECRETARY2687755
MATTOX, MICHAEL SCOTTCHIEF FINANCIAL OFFICER4383501
TRUSCOTT, WILLIAM FREDERICKCHAIRMAN OF THE BOARD, PRESIDENT AND CHIEF EXECUTIVE OFFICER2416857
ZEITOUN, MARC CLAUDEDIRECTOR, VICE PRESIDENT AND HEAD OF NORTH AMERICA PRODUCT2639942

Disclosures


Civil Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

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