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Liam M Connor

Investment adviser representative at Edward Jones
10 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

10 years in the industry.

  1. Edward JonesApr 2026 to now
  2. Loomis SaylesJan 2025 to Apr 2026
  3. UnemployedSep 2024 to Jan 2025
  4. University of Massachusetts AmherstAug 2023 to May 2024
  5. Panagora Asset ManagementJun 2023 to Aug 2023
  6. University of Massachusetts AmherstAug 2022 to Jun 2023
  7. Dennis Beach DepartmentJun 2022 to Sep 2024
  8. Connor and Morneau LLPJun 2020 to Aug 2021
  9. University of Massachusetts AmherstMay 2020 to Jun 2022
  10. Hot TableDec 2018 to Mar 2019
  11. East Longmeadow Public SchoolsMar 2018 to May 2020
  12. East Longmeadow Public SchoolsJul 2016 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
8236140
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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