Jeffrey Richard Connolly
Investment adviser representative at East End Financial Group, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$689.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- East End Financial Group, Inc.Jul 2017 to now
- American Portfolios Financial Services, Inc.Jul 2017 to Oct 2024
- Value Line, LLCJul 2016 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
East End Financial Group, Inc.
$689.2MAssets managed
360Clients
6Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5990424
- Firm CRD
- 110584