John O'connorsCRD Number: 6284238
Current Firm: U.s. Bancorp Investments, Inc.
John O'connors (CRD# 6284238) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Roseville, CA and has over 3 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Us Bank||Roseville, CA||Nov 2017 - Current||< 1|
|U.s. Bancorp Investments, Inc.||Roseville, CA||Nov 2017 - Current||< 1|
|Cuso Financial Services, LP||San Diego, CA||Mar 2016 - Nov 2017||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|
Total Assets Under Management6,171MILLIONS
Total Number of Accounts27,543ACCOUNTS
Average Account Value$224,036
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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