John O'connors (CRD# 6284238) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 9 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | May 2021 - Current | 2 |
| Patelco Credit Union | Citrus Heights, CA | Oct 2019 - Apr 2021 | 1 |
| Cuso Financial Sevices, LP | San Diego, CA | Oct 2019 - Apr 2021 | 1 |
| University Of Mary | Bismark, ND | Jun 2017 - Dec 2020 | 3 |
| U.s. Bancorp Investments, Inc. | Roseville, CA | Nov 2017 - Oct 2019 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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