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John James Coolahan

Investment adviser representative at Columbia Management Investment Advisers, LLC
5 yearsExperience
1 stateRegistered in
$502.4BFirm assets
40 yearsFirm 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

5 years in the industry.

  1. Columbia Management Investment Advisers, LLCFeb 2022 to now
  2. Columbia Management Investment Distributors, IncDec 2021 to now
  3. Morgan StanleyApr 2021 to Nov 2021
  4. Fidelity InvestmentsOct 2020 to Mar 2021
  5. UnemployedMay 2020 to Oct 2020
  6. Clearbridge InvestmentsJun 2018 to Aug 2018
  7. Palladiem LLCMay 2018 to Aug 2018
  8. Babson CollegeAug 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (MA).

Columbia Management Investment Advisers, LLC

$502.4BAssets managed
4,251Clients
201Advisers
40 yearsIn 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
7310501
Firm CRD
108257
Advisor's SEC record (opens in a new tab)
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