Kassia Lynn Jezak
Investment adviser representative at C.W. O'conner Wealth Advisors, Inc.
12 yearsExperience
2 statesRegistered in
$264.6MFirm assets
20 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- C.W. O'conner Wealth Advisors, Inc.Feb 2025 to now
- Coyote Logistics Llc/rxo Inc (acquisition)Oct 2024 to Jan 2025
- UnemployedSep 2024 to Oct 2024
- Fidelity InvestmentsMar 2023 to Aug 2024
- Coyote Logistics LLCMay 2022 to Aug 2022
- Fresh Prints LLCApr 2020 to Jul 2020
- The University of AlabamaAug 2018 to Dec 2022
- ST. Pius X Catholic High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
C.W. O'conner Wealth Advisors, Inc.
$264.6MAssets managed
135Clients
3Advisers
20 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
- 7716976
- Firm CRD
- 125646