Jeffery Oconnell (CRD# 708038) is an Investment Advisor Representative working at Park Avenue Securities LLC in Greeley, CO and has over 28 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securties | Greeley, CO | Aug 2014 - Current | 9 |
| Guardian Life Ins | Greeley, CO | Aug 2014 - Current | 9 |
| Park Avenue Securities | Greenwood Village, CO | Jun 2014 - Aug 2014 | < 1 |
| Guardian Life Ins | Greenwood Village, CO | Nov 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- AZ
- CO
- NE
- SD
- WY
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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