Jack Ryan Donnelly
Investment adviser representative at Robertson Stephens
10 yearsExperience
1 stateRegistered in
$8.8BFirm assets
8 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 assetsHourlyFixed 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
10 years in the industry.
- Robertson StephensJan 2025 to now
- UnemployedMay 2024 to Dec 2024
- Talentlink Solutions LLCJan 2023 to Apr 2024
- San Diego State UniversityAug 2020 to Apr 2024
- Tamalpais High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
Robertson Stephens
Legal name: Robertson Stephens Wealth Management, LLC
$8.8BAssets managed
2,295Clients
73Advisers
8 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
- 7696953
- Firm CRD
- 289977