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Jason Daniel O'donnell

HOVDE GROUP
INVERNESS, IL
·CRD# 4268567·26 years experience

Professional Summary

Jason Daniel O'donnell, who also goes by Jason Odonnell, is a registered financial advisor currently at HOVDE GROUP, LLC located in Inverness, Illinois. Jason is registered as a RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 11 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 86, Series 87, Series 7, Series 6 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jason Odonnell

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

HOVDE GROUP, LLC·CRD# 25425
BD
1629 Colonial Parkway, Inverness, IL 60067
June 1, 2026 - Present
ALDEN INVESTMENT GROUP·CRD# 317077
RIA
Doylestown, PA
April 11, 2022 - May 26, 2026
ALDEN CAPITAL·CRD# 293551
RIA
Doylestow, PA
January 24, 2020 - May 26, 2026
J. ALDEN ASSOCIATES, INC.·CRD# 40002
BD
Wayne, PA
January 9, 2019 - May 26, 2026
BLUESTONE CAPITAL MANAGEMENT, LLC·CRD# 157841
RIA
Wayne, PA
December 8, 2014 - May 16, 2022
MCG SECURITIES LLC·CRD# 163144
BD
Wayne, PA
October 31, 2012 - December 31, 2018
CV BROKERAGE, INC·CRD# 462
BD
Williamstown, NJ
March 19, 2012 - November 8, 2012
BOENNING & SCATTERGOOD, INC.·CRD# 100
RIA
West Conshohocken, PA
June 30, 2008 - March 12, 2012
BOENNING & SCATTERGOOD, INC.·CRD# 100
BD
West Conshohocken, PA
January 31, 2008 - March 12, 2012
RYAN BECK & CO.·CRD# 3248
BD
Florham Park, NJ
November 7, 2003 - June 3, 2005
M&T SECURITIES, INC.·CRD# 17358
BD
Baltimore, MD
October 7, 2000 - December 21, 2001
KEYSTONE BROKERAGE, LLC·CRD# 17445
BD
Williamsport, PA
September 12, 2000 - October 7, 2000

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Current Firm

HG
HOVDE GROUP, LLC

HOVDE GROUP, LLC | HOVDE SECURITIES, INC. | HOVDE SECURITIES LLC

CRD#: 25425 / SEC#: 8-41597
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

1629 Colonial Parkway, Inverness, IL 60067

Mailing Address

1629 Colonial Parkway, Inverness, IL 60067

Phone Number

(847) 991-6622

Established

Delaware since 10/11/2002

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HOVDE, STEVEN DONALDCHAIRMAN1907781
HOVDE, KIRK STEVENCHIEF EXECUTIVE OFFICER5552791
BARBARINE, NICKOLAS JOHNSENIOR MANAGING PARTNER2274812
CORSO, MICHAEL PATRICKPRINCIPAL AND HEAD OF DEPOSITORIES4978946
HEDREI, MICHAEL STEPHENMANAGING PARTNER/HEAD OF CAPITAL MARKETS4243972
DAVIS, PATRICIA LYNNCHIEF COMPLIANCE OFFICER5613123
DIJOHN, ANTHONY JOHNCFO/FINOP6370306

Disclosures

Regulatory Event

1

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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.

Imagine Seeds - Owner - 01/2026 - Selling vegetable, flower and fruit seeds to gardeners in the U.S. - 2 Hours a week

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(6/1/2026)
RR
Pennsylvania
(6/1/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2008About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2000About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jul 2025About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 86 — Research Analyst Exam - Part I Analysis Module

Passed Feb 2008About the Series 86 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Feb 2008About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Jan 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2000About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jul 2008About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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