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JO

James M. Odonnell

PAULSON INVESTMENT COMPANY LLC
New York, NY 10005
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CRD#: 2674573
JO

Professional summary


James Michael Odonnell, who also goes by James O'donnell, Jim O'donnell, James M Odonnell, James Michael Odonnell, James Odonnell, is a registered financial professional currently at PAULSON INVESTMENT COMPANY LLC located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 1996. James has worked at 14 firms and has passed the Series 63, Series 79TO, Series 57TO, Series 19, SIE, Series 55, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James O'donnell | Jim O'donnell | James M Odonnell | James Michael Odonnell | James Odonnell

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 Michael Odonnell'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

June 7, 2023 - Present

PAULSON INVESTMENT COMPANY LLC

Office #1: 40 Wall Street 39th Floor, New York, NY 10005
BD
CRD#: 5670
New York, NY
Past

September 14, 2021 - June 5, 2023

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

January 13, 2020 - September 20, 2021

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
New York, NY
Past

May 14, 2018 - January 2, 2020

THINKEQUITY LLC

BD
CRD#: 20996
New York, NY
Past

October 17, 2016 - May 6, 2018

BROAD STREET CAPITAL MARKETS, LLC

BD
CRD#: 104026
HOLMDEL, NJ
Past

September 29, 2014 - October 3, 2016

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
NEW YORK, NY
Past

April 1, 2013 - September 29, 2014

GLOBAL HUNTER SECURITIES, LLC

BD
CRD#: 123003
NEW YORK, NY
Past

June 11, 2007 - March 25, 2013

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, NY
Past

February 28, 2005 - October 3, 2005

E*TRADE CLEARING LLC

BD
CRD#: 25025
JERSEY CITY, NJ
Past

February 28, 2005 - June 11, 2007

G1 EXECUTION SERVICES, LLC

BD
CRD#: 111528
NEW YORK, NY
Past

September 19, 2001 - November 10, 2004

UBS CAPITAL MARKETS L.P.

BD
CRD#: 2692
STAMFORD, CT
Past

February 2, 1998 - October 2, 2001

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

October 14, 1997 - February 2, 1998

NASH, WEISS & CO.

BD
CRD#: 42967
JERSEY CITY, NJ
Past

February 18, 1997 - October 14, 1997

NASH, WEISS & CO.

BD
CRD#: 6470
JERSEY CITY, NJ
Past

March 4, 1996 - September 20, 1996

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
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
California
(4/15/2024)
RR
Connecticut
(4/15/2024)
RR
Florida
(4/15/2024)
RR
Illinois
(4/15/2024)
RR
Massachusetts
(4/15/2024)
RR
New Jersey
(6/7/2023)
RR
New York
(6/7/2023)
RR
Pennsylvania
(4/15/2024)
RR
Tennessee
(1/27/2025)
RR
Texas
(4/15/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 9/26/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/16/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 19
Date: 5/27/2022
NYSE Floor Clerk - Equities Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/8/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


PI
PAULSON INVESTMENT COMPANY LLC
PAULSON INVESTMENT COMPANY LLC | PAULSON WEALTH ADVISORS | PAULSON INVESTMENT COMPANY, LLC | PAULSON INVESTMENT COMPANY, INC.

CRD#: 5670 / SEC#: 801-107194, 8-26807

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


Main Address
10220 Sw Greenburg Rd Suite 465, Lake Oswego, OR 97035
Mailing Address
10220 Sw Greenburg Rd Suite 380, Portland, OR 97223
Phone number
(503) 243-6000
Established
Delaware since 03/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# 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)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PAULSON CAPITAL HOLDING COMPANY, LLCOWNER
CLARK, CHRISTOPHER STEVENCHAIRMAN, ELECTED MANAGER1952666
PARIGIAN, THOMAS STEWARTELECTED MANAGER1398840
SETTEDUCATI, ROBERT JOSEPHELECTED MANAGER AND DIRECTOR OF BUSINESS DEVELOPMENT1352722
DAVIS, TRENT DONALDCHIEF EXECUTIVE OFFICER2137171
RASMUSSEN, KATHLEEN HATLELICHIEF COMPLIANCE OFFICER2608755
WINKS, MALCOLM ALEXANDERPRESIDENT AND CFO/FINOP5153752

Disclosures


Regulatory Event35
Civil Event1
Arbitration8
Bond1

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


PAULSON INVESTMENT COMPANY LLC

CRD#: 5670New York, NY 10005

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