Conor J Finnan
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- J.P. Morgan Securities LLCJun 2025 to now
- JPMorgan Chase Bank, N.A.Jun 2025 to now
- Fidelity InvestmentsJul 2024 to May 2025
- UnemployedMar 2024 to Jun 2024
- EclaroJan 2023 to Feb 2024
- Clearview Investment PartnersJun 2021 to Aug 2021
- Kemper Sports, Knoll West Golf CourseJun 2019 to Aug 2019
- Fostering Independence AcademyOct 2018 to Mar 2023
- Tony Lip's Restaurant (permanently Closed)Oct 2018 to Aug 2019
- Fairfield UniversityMay 2017 to Jan 2023
- Self-employedJan 2016 to Dec 2020
- Ramapo High SchoolJan 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 7396808
- Firm CRD
- 79