Connor Brett Abernathy
Investment adviser representative at Beacon Financial Advisors
11 yearsExperience
1 stateRegistered in
$228MFirm assets
13 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
Experience
11 years in the industry.
- Beacon Financial AdvisorsJul 2024 to now
- J.P. Morgan Securities LLCJun 2024 to Jul 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Jun 2024
- First Republic BankMar 2019 to Jul 2023
- Success Academy Charter SchoolsOct 2013 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beacon Financial Advisors
Legal name: Beacon Financial Advisors, Inc.
$228MAssets managed
49Clients
3Advisers
13 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
- 7944242
- Firm CRD
- 119672