Kathy O'connor, financial advisor West Roxbury MA

Kathy O'connor

CRD Number: 5203723
Current Firm: Kj Capital Management LLC

Kathy O'connor (CRD# 5203723) is an Investment Advisor Representative working at Kj Capital Management LLC in West Roxbury, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kj Capital Management LLC New York, NY May 2008 - Current 13

Kathy O'connor has no recent exams reported.
Contact Info for Kathy A. O'connor
Phone Number: 212-879-7498
Registered State(s):
  • MA
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $745,987
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
  • Other
Types of Clients
Registered States

MA, NY, TX

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