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James McClure

Investment adviser representative at O'Boyle Wealth Management in Beverly Hills, CA

Investment adviser registrationUpdated

James McClure is an investment adviser representative at O'Boyle Wealth Management, Inc., an investment adviser managing $444M, and works from its Beverly Hills, CA office. James McClure has been registered through O'Boyle Wealth Management since 9 October 2020, has 6 years in the industry across 1 firm and has passed the Series 65.

6
Years in industry
6
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

James McClure has been an investment adviser representative at O'Boyle Wealth Management since October 2020, and is not listed among the firm’s executive officers or direct owners.

O'Boyle Wealth Management, Inc. is a Beverly Hills, CA firm with $444M under management, 410 clients and 5 advisers in one office, as of its March 2026 filing.

  1. – present · 6 years
    Beverly Hills, CA · Adviser representative · Firm CRD 292849

Credentials and registrations

Investment adviser representative registrations

James McClure is registered as an investment adviser representative in California, since October 2020.

  • CaliforniaSince 9 October 2020

Examinations

Series 659 October 2020
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
James Cameron McClure
CRD
7301580
Firm
O'Boyle Wealth Management · CRD 292849
Office
9701 WILSHIRE BOULEVARD, 10TH FLOOR, Beverly Hills, CA 90212
Registration
Investment adviser registration
In the industry since
October 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does James McClure work?

James McClure is an investment adviser representative registered through O'Boyle Wealth Management, Inc. since October 2020, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is James McClure a financial advisor?

Yes. James McClure has a current investment-adviser registration in California, through O'Boyle Wealth Management since October 2020.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does James McClure have?

James McClure has 6 years in the financial industry, since October 2020, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has James McClure passed?

James McClure passed the Series 65 in October 2020.

Source: IAPD individual record, checked 23 October 2026

Where is James McClure based?

James McClure’s registered office is in Beverly Hills, CA.

Source: IAPD individual record, checked 23 October 2026

Is James McClure registered with FINRA?

No. James McClure has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify James McClure’s record?

Search CRD 7301580 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James McClure’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at O'Boyle Wealth Management

Sources

  1. IAPD individual record, CRD 7301580, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of O'Boyle Wealth Management, Inc., filed 30 March 2026. Executive officers and direct owners; this person is not among them.