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Michael Jon Oconnell

Investment adviser representative at Florida Financial Advisors, LLC
9 yearsExperience
1 stateRegistered in
$456.1MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

9 years in the industry.

  1. Florida Financial Advisors, LLCSep 2025 to now
  2. UberSep 2025 to now
  3. Pfg Private Wealth ManagementJan 2025 to Sep 2025
  4. Pfg Private Wealth ManagementJan 2023 to Dec 2024
  5. Sliced On MainJan 2021 to Nov 2022
  6. Edible ArrangementsMar 2020 to Dec 2020
  7. Mutual of Omaha Insurance CompanySep 2018 to Dec 2019
  8. Mutual of Omaha Investor ServicesSep 2018 to Dec 2019
  9. TraneJun 2016 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Florida Financial Advisors, LLC

$456.1MAssets managed
3,005Clients
842Advisers
3 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
7023206
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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