Connor James Bartley
Investment adviser representative at 49 Financial
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
Are you Connor James Bartley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- 49 FinancialJul 2026 to now
- Oakwood Capital Securities, Inc.Jun 2026 to now
- UnemployedMay 2026 to Jun 2026
- Mizzen and MainJan 2026 to Apr 2026
- Absolute RecompAug 2024 to Oct 2025
- Heaven's BountyAug 2023 to Oct 2024
- Tractor Supply CoMay 2023 to Mar 2024
- Texas Christian UniversityAug 2022 to May 2026
- UnemployedApr 2016 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 8263373
- Firm CRD
- 319484