Jason D. O'donnell

ALDEN CAPITAL

Doylestow, PA

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CRD#: 4268567

Professional summary

Jason Daniel O'donnell, who also goes by Jason Odonnell, is a registered financial advisor currently at ALDEN CAPITAL located in Doylestow, Pennsylvania and ALDEN INVESTMENT GROUP located in Doylestown, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 10 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 86, Series 87, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason 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.

Burpee Gardening - 5/2024 - 300 Park Avenue, Warminster PA. 30 hours per week. Non-investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Daniel O'donnell'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

January 24, 2020 - Present

ALDEN CAPITAL

RIA

CRD#: 293551

Doylestow, PA

Current

April 11, 2022 - Present

ALDEN INVESTMENT GROUP

RIA

CRD#: 317077

Doylestown, PA

Current

January 9, 2019 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

Past

December 8, 2014 - May 16, 2022

BLUESTONE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 157841

WAYNE, PA

Past

October 31, 2012 - December 31, 2018

MCG SECURITIES LLC

CRD#: 163144

WAYNE, PA

Past

March 19, 2012 - November 8, 2012

CV BROKERAGE, INC

CRD#: 462

WILLIAMSTOWN, NJ

Past

June 30, 2008 - March 12, 2012

BOENNING & SCATTERGOOD, INC.

RIA

CRD#: 100

WEST CONSHOHOCKEN, PA

Past

January 31, 2008 - March 12, 2012

BOENNING & SCATTERGOOD, INC.

CRD#: 100

WEST CONSHOHOCKEN, PA

Past

November 7, 2003 - June 3, 2005

RYAN BECK & CO.

CRD#: 3248

FLORHAM PARK, NJ

Past

October 7, 2000 - December 21, 2001

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Past

September 12, 2000 - October 7, 2000

KEYSTONE BROKERAGE, LLC

CRD#: 17445

WILLIAMSPORT, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALDEN CAPITAL

CRD#: 293551 / SEC#: 801-116941

RIA

Registered Investment Advisory firm - (7/9/2019 Approved)

New York

Registered Investment Advisory firm - (10/10/2018 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/25/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Pennsylvania
(1/9/2019)

IAR

Pennsylvania
(1/24/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/12/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 7/5/2025

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 2/29/2008

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 2/21/2008

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 1/29/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/14/2008

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALDEN CAPITAL

CRD#: 293551 / SEC#: 801-116941

RIA

Registered Investment Advisory firm - (7/9/2019 Approved)

New York

Registered Investment Advisory firm - (10/10/2018 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/25/2019 Terminated)

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Contact information

Main Address

37 West Ave Suite 301, Wayne, PA 19087

Mailing Address

37 West Ave Suite 301, Wayne, PA 19087

Phone number

(215) 572-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	3,147
AUM (Assets Under Management)	$ 1,444,147,688

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.

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Advisor Monitoring

Firm Stability Insights

Jason D. O'donnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Daniel O'donnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALDEN INVESTMENT GROUP

J. ALDEN ASSOCIATES, INC.

BLUESTONE CAPITAL MANAGEMENT, LLC

MCG SECURITIES LLC

CV BROKERAGE, INC

BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC.

RYAN BECK & CO.

M&T SECURITIES, INC.

KEYSTONE BROKERAGE, LLC

Primary Firm SEC Registration

ALDEN CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2008

Series 63

Date: 9/18/2000

Series 79TO

Date: 7/5/2025

SIE

Date: 10/1/2018

Series 86

Date: 2/29/2008

Series 87

Date: 2/21/2008

Series 7

Date: 1/29/2008

Series 6

Date: 9/11/2000

Series 24

Date: 7/14/2008

FINRA

Current Firm

ALDEN CAPITAL

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALDEN CAPITAL

TRUST BUT VERIFY

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