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JAMES FRANCIS CALLAHAN
JAMES FRANCIS CALLAHAN JR, JAMES CALLAHAN, JIM CALLAHAN
CRD#: 3277284
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 571 BOSTON TURNPIKE
SUITE 2
SHREWSBURY, MA 01545
Registration History
20002002200420062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2013 - Present (11 years)BMMC SECURITIES CORP. (CRD# 103846)2011 - 2011 (<1 year)BMMC SECURITIES CORP. (CRD# 103846)2005 - 2010 (5 years)BPUTNAM RETAIL MANAGEMENT LIMIT... (CRD# 7325)1999 - 2005 (5 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2013 - 2018 (4 years)
License(s)

State Registrations

B
Alabama 1/4/2025

B
New Jersey 1/5/2016

B
Arizona 6/4/2021

B
New York 6/18/2013

B
California 8/25/2017

B
North Carolina 1/8/2016

B
Colorado 8/8/2020

B
Ohio 8/13/2021

B
Connecticut 6/17/2013

B
Oklahoma 11/16/2020

B
Florida 6/17/2013

B
Pennsylvania 1/5/2016

B
Georgia 11/21/2019

B
Rhode Island 6/17/2013

B
Illinois 1/4/2025

B
South Carolina 6/4/2021

B
Maine 7/20/2021

B
Texas 1/5/2016

B
Massachusetts 6/17/2013

IA
Texas 7/13/2018

IA
Massachusetts 7/13/2018

B
Vermont 6/18/2013

B
Montana 8/25/2017

B
Virginia 1/5/2018

B
New Hampshire 6/17/2013

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
571 BOSTON TURNPIKE SUITE 2, SHREWSBURY, MA 01545
SHREWSBURY, MA
Registered with this firm since 6/14/2013

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/13/2013 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SHREWSBURY, MA
B
01/04/2011 - 11/01/2011 MMC SECURITIES CORP. (CRD#:103846) NORWOOD, MA
B
04/01/2005 - 12/31/2010 MMC SECURITIES CORP. (CRD#:103846) NORWOOD, MA
B
10/15/1999 - 04/01/2005 PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (CRD#:7325) BOSTON, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.