James David O'connor
Investment adviser representative at Columbia Management Investment Advisers, LLC
15 yearsExperience
3 statesRegistered in
$502.4BFirm assets
40 yearsFirm in business
Are you James David O'connor? Claim your profile
Contact this firm
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
15 years in the industry.
- Columbia Management Investment Advisers, LLCSep 2025 to now
- Columbia Management Investment Distributors, Inc.Sep 2025 to now
- Fidelity InvestmentsJun 2024 to Aug 2025
- Full-time EducationMay 2024 to May 2024
- Mirador Inc.May 2023 to Aug 2023
- University of Delaware: Conference ServicesMar 2023 to Apr 2024
- Full-time EducationAug 2022 to May 2023
- Rideaway AdventuresMay 2022 to Aug 2022
- Full-time EducationFeb 2022 to May 2022
- General John Nixon Elementary SchoolJan 2022 to Jan 2022
- Full-time EducationAug 2021 to Dec 2021
- Weston Golf ClubJul 2021 to Jul 2021
- Full-time EducationAug 2020 to Jun 2021
- Rideaway AdventuresMay 2020 to Aug 2020
- Full-time EducationJan 2010 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, NV).
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
- 7949062
- Firm CRD
- 108257