Liam Connolly
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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
- Pension consulting
Experience
13 years in the industry.
- Edward JonesSep 2023 to now
- Boulder ReservoirMay 2023 to Jul 2023
- Cu BoulderAug 2022 to May 2023
- Boulder ReservoirMay 2022 to Jul 2022
- Cu BoulderAug 2021 to May 2022
- Woods Hole Golf ClubMay 2021 to Aug 2022
- University of Colorado Recreation CenterMar 2021 to Oct 2021
- Cu BoulderAug 2020 to Jan 2021
- Ace HardwareMay 2020 to Aug 2020
- Randolph High School/ Cu BoulderSep 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VT).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7806091
- Firm CRD
- 250