Unclaimed Profile

Joseph Lennon Oleary

CROWELL, WEEDON & CO.·LOS ANGELES, California

SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record24 years registeredCROWELL, WEEDON & CO.

624 SO. GRAND AVE., SUITE 2510, LOS ANGELES, CA 90017CRD# 2357537Firm CRD# 193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Lennon Oleary · LOS ANGELES, CA

Registration

CRD #2357537 · CROWELL, WEEDON & CO. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROWELL, WEEDON & CO.

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2014 – Jan 2020

SAN DIEGO, CA

D.A. DAVIDSON & CO.

Nov 2013 – May 2014

SAN DIEGO, CA

CROWELL WEEDON & CO.

Nov 2013 – Nov 2013

SAN DIEGO, CA

CROWELL, WEEDON & CO.

Jun 2007 – Nov 2013

SAN DIEGO, CA

RBC DAIN RAUSCHER INC.

May 2002 – Jan 2005

LA JOLLA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · May 28, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROWELL, WEEDON & CO.

CRD 193 · SEC 801-67246

AUM

$1.0B

Regulatory assets under management

Employees

150

2,936 client accounts

Services offered by CROWELL, WEEDON & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CROWELL, WEEDON & CO. →

Introduction

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Frequently Asked Questions

What services does Joseph Lennon Oleary offer?

Joseph Lennon Oleary specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph Lennon Oleary's credentials?

Joseph Lennon Oleary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Lennon Oleary located?

Joseph Lennon Oleary is based in LOS ANGELES, California, last registered with CROWELL, WEEDON & CO..

How does Joseph Lennon Oleary charge for services?

Joseph Lennon Oleary's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROWELL, WEEDON & CO.?

CROWELL, WEEDON & CO. has approximately 150 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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