Connor P Finucan
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesJun 2026 to now
- Tactical Search and RecruitmentNov 2025 to May 2026
- Angi ServicesJun 2024 to Jul 2024
- Midwest Communications, IncJun 2018 to Jun 2026
- Rembrandt Commercial CleaningMar 2018 to May 2018
- Tactical Search and RecruitmentMay 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8273411
- Firm CRD
- 250