James
O'Connor
1919 Investment Counsel, LLC
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About this Advisor
James O'Connor is a financial advisor based in San Francisco, California, working with 1919 Investment Counsel, LLC. James has previously held positions at Arrowmark, 1919, and Rand & Associates. James has passed the Series 63 regulatory exam and is registered to provide services in California, Colorado, Hawaii, Louisiana, Massachusetts, Nevada, North Carolina, Oregon, Texas, and Washington. Currently, James is part of 1919 Investment Counsel, LLC, which operates out of San Francisco, California. The firm has 9 offices and 136 employees. The firm manages assets totaling $21.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at 1919 Investment Counsel, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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1919 Investment Counsel, LLC Brokerage Details
$21,255,587,588
136
5,142
$4,133,720
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
James O'Connor Work History
1919
Rand & Associates
Arrowmark
Disclosures
Please visit the SEC profile of James O'Connor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 1919 Investment Counsel, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Charlotte, NC
Baltimore, MD
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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