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OJ

Oneil N. James

CRAFT CAPITAL MANAGEMENT LLC
New York, NY 10017
Some features on this profile are disabled
CRD#: 4363947
OJ

Professional summary


Oneil Newton James, who also goes by Newton James, O'neil Newton James, is a registered financial professional currently at CRAFT CAPITAL MANAGEMENT LLC located in New York, New York.

Oneil is registered as a RR (Registered Representative) and started their career in finance in 2001. Oneil has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Newton James | O'neil Newton James

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 Oneil Newton James'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

September 7, 2017 - Present

CRAFT CAPITAL MANAGEMENT LLC

Office #1: 575 Fifth Avenue Suite 15-127, New York, NY 10017
BD
CRD#: 171350
New York, NY
Past

November 25, 2015 - August 31, 2017

DINOSAUR FINANCIAL GROUP, L.L.C

BD
CRD#: 104446
NEW YORK, NY
Past

January 10, 2014 - November 25, 2015

OLSON, CROSS & ALAMO LLC

BD
CRD#: 157249
BROOKLYN, NY
Past

November 30, 2012 - January 23, 2014

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
PRINCETON, NJ
Past

February 16, 2011 - November 19, 2012

FULCRUM SECURITIES, LLC

BD
CRD#: 140084
SAINT LOUIS, MO
Past

June 21, 2004 - February 15, 2011

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
NEW YORK, NY
Past

March 29, 2001 - October 16, 2002

GEORGESON SECURITIES CORPORATION

BD
CRD#: 46749
EDISON, NJ

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
Georgia
(2/24/2021)
RR
Minnesota
(9/18/2017)
RR
New York
(9/7/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 6/28/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CRAFT CAPITAL MANAGEMENT LLC
CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350 / SEC#: , 8-69455

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


Main Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
Mailing Address
377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530
Phone number
(516) 833-1325
Established
New York since 10/15/2013
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)

Direct owners and executive officers


NamePositionCRD#
CRAFT ASSET HOLDINGS LLCMANAGING MEMBER
FURST, RONALD ALLANCCO/ROP1007934
KIRONT, BARRY MICHAELCEO2281871
KIRONT, STEPHEN MARKEVP/COO2009609
RYAN, KIMBERLY ANNFINOP4316310

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


CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350New York, NY 10017

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