Jack Ryan Donnelly
Investment Adviser Representative at Robertson Stephens
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jack Ryan Donnelly is an investment adviser representative with Robertson Stephens in Sun Valley, ID, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Idaho.
Registrations & licenses
- Investment adviser:
- Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Robertson StephensJan 2025 – no end date reportedSan Francisco, CA
- TalentLink Solutions LLCJan 2023 – Apr 2024San Diego, CA
- San Diego State UniversityAug 2020 – Apr 2024San Diego, CA
- UnemployedMay 2024 – Dec 2024San Diego, CA
- Tamalpais High SchoolAug 2016 – May 2020Mill Valley, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Robertson Stephens
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 69
- Offices listed on AdvisorFinder:
- 17
- Main office:
- San Francisco, CA
- SEC file number:
- 801-111814
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 4, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Ryan Donnelly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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