Jackson O'connor (CRD# 6405849) is an Investment Advisor Representative working at O'connor Financial Group LLC in Quincy, IL and has over 7 years of experience in the finance industry. Jackson O'connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4412949
Cwm, LLC
CRD# 6013179
Ipi Wealth Management, Inc.
CRD# 1100991
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'connor Financial Group, LLC | Wheaton, IL | Apr 2019 - Current | 5 |
| O'connor Financial Group, LLC | Quincy, IL | Feb 2019 - Apr 2019 | < 1 |
| J.p. Morgan Chase Bank Na | Chicago, IL | Jul 2016 - Feb 2019 | 2 |
| J.p. Morgan Securities LLC | Chicago, IL | Jul 2016 - Feb 2019 | 2 |
| Unemployed | Quincy, IL | May 2016 - Jun 2016 | < 1 |
| Wheaton College | Wheaton, IL | Aug 2013 - May 2016 | 2 |
| Invesco Powershares | Downers Grove, IL | Oct 2015 - Mar 2016 | < 1 |
| Jp Morgan Private Bank | Oakbrook, IL | Jun 2015 - Aug 2015 | < 1 |
| Invesco Powershares | Downers Grove, IL | Oct 2014 - May 2015 | < 1 |
| Wheaton College Advancement Office | Wheaton, IL | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- IL
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Total Assets Under Management202MILLIONS
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Total Number of Accounts847ACCOUNTS
-
Average Account Value$238,899
- A percentage of assets under your management
- 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
FL, IA, IL, IN, MO, NC, NE, TX, WI
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