Cathleen Connors, financial advisor Boston MA

Cathleen Connors

CRD 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.

Similar Advisors
Scott Gillespie, financial advisor Boston MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Nancy Aadalen, financial advisor Boston MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Boston MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Company Name Location Dates Years
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
Contact Info for Cathleen E. Connors
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.