Jim Hennessy

Biography

The McDonough Hennessy Delzio Young Group of Wedbush Securities is a team of financial professionals dedicated to the growth, preservation, and financial success of their high net-worth clients. With a straightforward approach of simplicity and consistency, McDonough Hennessy Group provides unmatched care of their client’s financial interests with close coordination of independent tax and legal advisors, comprehensive research and portfolio monitoring, effective client communication and tailored advice for overall financial achievements.

James (“Jim”) entered the securities business as a financial advisor 31 years ago and has since become a trusted advisor and valued resource for his clients. He began his career in finance as an Assistant Branch Manager with Great Western Bank. He had a short stint with F.N. Wolf & Co., before becoming a Vice President and Portfolio Manager at Sutro & Co., which became part of RBC Wealth Management in 2002 and where he remained until joining Wedbush in 2007. Throughout his career, he works with clients and continuously communicates the benefits of financial and estate planning strategies. By acting as a financial concierge to each of his clients, Jim brings his specialty of financial planning, retirement planning and crafting equity portfolios to every situation. Jim views working with extended families as not only a pleasure, but an honor.

Jim lives in Pilot Hill, California and has two daughters and three granddaughters. When he’s not working with clients, or spending time with his family, Jim enjoys to get outdoors and go boating, jet skiing, and snow skiing in his spare time.

PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

• Estate Planning
• Financial Planning
• Mutual Funds
• Portfolio Review
• Retirement Planning

Credentials

• Series 7, 8, 24, 31, 63 and 65 securities licenses
• Licensed in 13 states
• Insurance License #0A66064
• Bachelor’s degree in International Relations – Economics and a Minor in Portuguese Language from University of California, Davis
• Accredited Wealth Manager designation from Michigan State University

Mission Statement