John O'connors, financial advisor Woodland CA
89 score

John O'connors

CRD Number: 6284238
Current Firm: Cuso Financial Services, LP

John O'connors (CRD# 6284238) is an Investment Advisor Representative working at Cuso Financial Services, LP in Woodland, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Mar 2016 - Current < 1
Jp Morgan Securities LLC Roseville, CA Jul 2014 - Mar 2016 1
Jpmorgan Chase Bank Roseville, CA Jul 2014 - Mar 2016 1
Edward Jones Fair Oaks, CA Dec 2013 - Jun 2014 < 1
Wells Fargo Carmichael, CA Mar 2013 - Jan 2014 < 1
Southern Wine And Spirits Sacramento, CA Sep 2012 - Mar 2013 < 1
Gallo Sales Company Sacramento, CA Feb 2008 - Aug 2012 4
Savemart Orangevale, CA Sep 2003 - May 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for John C. O'connors
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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