Jackson Timothy O'connor
Investment adviser representative at O'connor Financial Group LLC
3 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$275.3MFirm assets
Are you Jackson Timothy O'connor? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
3 years in the industry.
- O'connor Financial Group, LLCFeb 2019 to now
- J.P. Morgan Chase Bank NAJul 2016 to Feb 2019
- J.P. Morgan Securities LLCJul 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
O'connor Financial Group LLC
$275.3MAssets managed
355Clients
4Advisers
4 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
- 6405849
- Firm CRD
- 168636