James Francis Connolly
Investment adviser representative at Derryrush Wealth
11 yearsExperience
1 stateRegistered in
$25.8MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Derryrush WealthNov 2025 to now
- Derry Rush Wealth Management LLCMar 2025 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2025
- Wells Fargo Advisors LLCSep 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
Derryrush Wealth
Legal name: Derryrush Wealth Management LLC
$25.8MAssets managed
31Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3156749
- Firm CRD
- 338575