Unclaimed Profile

Sean M O'connor

JWEST LLC·CARMEL, Indiana

Clean recordJWEST LLC

501 CONGRESSIONAL BLVD, CARMEL, IN 46032CRD# 6108609Firm CRD# 165257

Profile Verification

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

Identity

Sean M O'connor · CARMEL, IN

Registration

CRD #6108609 · JWEST LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sean M O'connor is a registered financial advisor based in CARMEL, Indiana, affiliated with JWEST LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

JWEST LLC

AUM

$39M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JWEST LLC →

Services

Portfolio management (individuals)

Background

Compensation

Performance-based fees

Regulatory

SEC/IARD CRD# 6108609

Firm CRD# 165257

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sean M O'connor offer?

Sean M O'connor specializes in Investment Management. Contact their office in CARMEL, Indiana for a consultation.

What are Sean M O'connor's credentials?

Sean M O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean M O'connor located?

Sean M O'connor is based in CARMEL, Indiana, working with JWEST LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Sean M O'connor charge for services?

Sean M O'connor's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JWEST LLC?

JWEST LLC has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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