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Jackson Timothy O'connor

O'CONNOR FINANCIAL GROUP LLC·QUINCY, Illinois
SIE, Series 7, Series 63, Series 65CFPClean record7 years registeredO'CONNOR FINANCIAL GROUP LLC
511 MAINE STREET, QUINCY, IL 62301CRD# 6405849Firm CRD# 168636

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jackson Timothy O'connor · QUINCY, IL
Registration
CRD #6405849 · O'CONNOR FINANCIAL GROUP LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

O'CONNOR FINANCIAL GROUP LLC
Apr 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 8, 2019
Years registered · 7
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
O'CONNOR FINANCIAL GROUP LLC
CRD 168636 · SEC 801-125759
AUM
$202M
Regulatory assets under management
Employees
6
847 client accounts
Services offered by O'CONNOR FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
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
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05

Frequently Asked Questions

What services does Jackson Timothy O'connor offer?
Jackson Timothy O'connor specializes in Financial Planning, Investment Management. Contact their office in QUINCY, Illinois for a consultation.
What are Jackson Timothy O'connor's credentials?
Jackson Timothy O'connor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jackson Timothy O'connor located?
Jackson Timothy O'connor is based in QUINCY, Illinois, working with O'CONNOR FINANCIAL GROUP LLC. Their office serves clients in the QUINCY metropolitan area and surrounding communities.
How does Jackson Timothy O'connor charge for services?
Jackson Timothy O'connor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'CONNOR FINANCIAL GROUP LLC?
O'CONNOR FINANCIAL GROUP LLC has approximately 6 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at O'CONNOR FINANCIAL GROUP LLC

Timothy Joseph Oconnor
QUINCY, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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Research
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