James R Connors
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2026 to now
- OsaicJun 2025 to now
- Parametric PortfoliosJun 2023 to Jun 2025
- UnemployedJan 2023 to Jun 2023
- New Orleans Saints and Pelicans LLCJun 2021 to Jan 2023
- Xandos ConstructionMay 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- Jeffs LandscapingMay 2018 to Aug 2018
- Delta Gamma LsuAug 2017 to Sep 2021
- UnemployedOct 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7733502
- Firm CRD
- 23131