James Brady Mccollough
Investment adviser representative at Oppenheimer & Co. Inc.
13 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Oppenheimer & Co. Inc.Aug 2025 to now
- UnemployedMay 2025 to Jul 2025
- The San Francisco StandardJan 2025 to Apr 2025
- UnemployedApr 2024 to Dec 2024
- Los Angeles TimesMay 2018 to Mar 2024
- UnemployedJun 2017 to Apr 2018
- Pittsburgh Post-gazetteJan 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 8153167
- Firm CRD
- 249