Cathleen ConnorsCRD Number: 6205680
Current Firm: J.p. Morgan Securities LLC
Cathleen Connors (CRD# 6205680) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boston, MA and has over 7 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Jpmorgan Chase Bank Na||Boston, MA||Jun 2017 - Current||4|
|Jpmorgan Securities LLC||Boston, MA||Jun 2017 - Current||4|
|Goldman, Sachs & Company||Boston, MA||Aug 2015 - Jun 2017||1|
|Eaton Vance Management||Boston, MA||Dec 2014 - Jul 2015||< 1|
|Eaton Vance Distributors, Inc.||Boston, MA||May 2014 - Jul 2015||1|
|Eaton Vance Distributors, Inc.||Boston, MA||Aug 2013 - May 2014||< 1|
|Eaton Vance Management||Boston, MA||Aug 2013 - May 2014||< 1|
|Boston College||Chestnut Hill, MA||Sep 2009 - May 2013||3|
|Eaton Vance||Boston, MA||Jun 2012 - Apr 2013||< 1|
|Rasky Baerline Strategic Communications||Boston, MA||Jun 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Nov 2014|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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