Director and Chief Executive Officer · Abrdn Inc.
James J. Oconnor
CRD 3179509 · Named on Form ADV at one SEC-registered adviser
At a glance
Abrdn Inc., an SEC-registered asset manager based in Philadelphia, PA with $41.5 billion in regulatory assets, lists James J. Oconnor on its Form ADV as Director and Chief Executive Officer, a control person.
Firms and roles
- Abrdn Inc.Director and Chief Executive OfficerAsset manager · Philadelphia, PA · $41B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Alan R. GoodsonDirector, Abrdn Inc.
- Marika I. ToozeDirector, Abrdn Inc.
- Jaclyn M. MatsickDirector, Abrdn Inc.
- Rebecca S. NicholsDirector, Abrdn Inc.
- Joseph F. DietrickDirector, Abrdn Inc.
1 more person named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.