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JG

James D. Golden

R.J. O'BRIEN SECURITIES
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 1878111
JG

Professional summary


James D Golden, who also goes by James Drew Golden, James D Golden, is a registered financial professional currently at R.J. O'BRIEN SECURITIES, LLC located in Chicago, Illinois.

James is registered as a RR (Registered Representative) and started their career in finance in 1988. James has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 30 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Drew Golden | James D Golden

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) - BD


Click below to view James D Golden's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 21, 2024 - Present

R.J. O'BRIEN SECURITIES, LLC

Office #1: 222 South Riverside Plaza, Suite 1200, Chicago, IL 60606
BD
CRD#: 143624
Chicago, IL
Past

February 18, 2021 - November 1, 2023

BUCKLER SECURITIES LLC

BD
CRD#: 284576
Greenwich, CT
Past

November 25, 2015 - February 11, 2021

MORGAN STANLEY

RIA
CRD#: 149777
GARDEN CITY, NY
Past

October 19, 2015 - February 11, 2021

MORGAN STANLEY

BD
CRD#: 149777
GARDEN CITY, NY
Past

October 12, 2010 - February 11, 2015

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

April 28, 2008 - August 11, 2010

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

August 30, 2006 - August 8, 2007

MERRILL LYNCH GOVERNMENT SECURITIES INC.

BD
CRD#: 19693
NEW YORK, NY
Past

August 29, 2006 - August 8, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 13, 1995 - February 16, 2006

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 22, 1991 - May 19, 1995

MERRILL LYNCH GOVERNMENT SECURITIES INC.

BD
CRD#: 19693
NEW YORK, NY
Past

October 19, 1988 - May 19, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(2/21/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/24/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 9/26/2022
NFA Branch Manager Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RO
R.J. O'BRIEN SECURITIES, LLC
R.J. O'BRIEN SECURITIES, INC. | R.J. O'BRIEN SECURITIES, LLC

CRD#: 143624 / SEC#: , 8-67587

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


Main Address
222 South Riverside Plaza, Suite 1200, Chicago, IL 60606
Mailing Address
222 South Riverside Plaza Suite 1200, Chicago, IL 60606
Phone number
(312) 373-5000
Established
Delaware since 06/28/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 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#
JVMC HOLDINGS CORPSHAREHOLDER
CHO, DAIHEEFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER7424437
GABRIELE, JAMES ANDREWLLC BOARD OF MANAGERS2694460
RUCCI, HEATHERLLC BOARD OF MANAGERS5474878
SZEKELY, GIGICHIEF COMPLIANCE OFFICER2530826

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


R.J. O'BRIEN SECURITIES, LLC

CRD#: 143624Chicago, IL 60606

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