James Donnelly
Investment Adviser Representative at Valley Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Donnelly is an investment adviser representative with Valley Financial Group in Ambler, PA, where they have been registered since 2021. They have worked in the securities industry since 2020 and were previously registered with H. BECK, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
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.
- Bensalem Township Police DepartmentJun 2002 – no end date reportedBensalem, PA
- Bensalem Township Police DepartmentJun 2002 – no end date reportedLanghorne, PA
- H. BeckOct 2020 – Jan 2021Rockville, MD
- Valley Financial GroupFeb 2021 – Aug 2026Flourtown, PA
- Hightower Advisors, LLCAug 2026 – no end date reportedChicago, IL
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valley Financial Group
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
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Ambler, PA
- SEC file number:
- 801-120325
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at Valley Financial Group
3 other advisors in the directory
Similar advisors in Ambler, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James 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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