John O'connor (CRD# 7144355) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 4 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Franklin, TN | Feb 2021 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Franklin, TN | Feb 2021 - Current | 3 |
| Southwestern Investment Group/advisory Services | Franklin, TN | Feb 2021 - Current | 3 |
| Doordash | Nashville, TN | Apr 2023 - Feb 2024 | < 1 |
| Lighthouse Wealth Group | Franklin, TN | Feb 2021 - Aug 2023 | 2 |
| Southwestern Investment Group | Franklin, TN | Feb 2021 - Nov 2022 | 1 |
| Wealth Enhancement Advisory Services, LLC | Fulton, MD | Jan 2020 - Feb 2021 | 1 |
| Wealth Enhancement Brokerage Services | Plymouth, MN | Jan 2020 - Feb 2021 | 1 |
| Wealth Enhancement Group | Plymouth, MN | Dec 2019 - Feb 2021 | 1 |
| Lpl Financial, LLC | Fulton, MD | Nov 2019 - Feb 2021 | 1 |
| Axa Advisors, LLC | New York, NY | Aug 2019 - Sep 2019 | < 1 |
| Dominos | Brunswick, MD | May 2019 - Aug 2019 | < 1 |
| Capital Portfolio Management | Timonium, MD | Aug 2018 - May 2019 | < 1 |
| Potomac Financial Services | Frederick, MD | May 2018 - Aug 2018 | < 1 |
| Dominos | Towson, MD | May 2016 - May 2018 | 2 |
| Student | Towson, MD | Jan 2016 - May 2016 | < 1 |
| Sports Authority | Frederick, MD | May 2015 - Jan 2016 | < 1 |
| Student | Brunswick, MD | Jan 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- TN
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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