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JM

James J. Mcdonald

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CRD#: 837441
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Joseph Mcdonald was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1977. James had worked at 5 firms and has passed the Series 63, Series 7, Series 52, Series 1, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 17, 1984 - September 25, 1986

BRYAN, WORLEY & CO., INC.

BD
CRD#: 12992
Past

August 6, 1984 - August 13, 1984

REANIC SECURITIES, INC.

BD
CRD#: 14710
Past

December 22, 1981 - February 6, 1984

UNITED CAPITAL CORPORATION

BD
CRD#: 8268
Past

November 21, 1980 - September 30, 1981

HANIFEN, IMHOFF INC.

BD
CRD#: 2126
Past

April 21, 1977 - December 7, 1980

T. J. RANEY & SONS, INC.

BD
CRD#: 3128

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/2/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/2/1977
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BW
BRYAN, WORLEY & CO., INC.
BRYAN, WORLEY & CO., INC. | INTERSTATE INVESTMENTS INC.

CRD#: 12992 / SEC#: , 8-28477

BD
Terminated by FINRA on 12/31/1990
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Contact information


Main Address
Mailing Address
Phone number
Established
Arkansas since 09/15/1982
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


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


BRYAN, WORLEY & CO., INC.

CRD#: 12992

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