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Chief Executive Officer, Chief Operating Officer, & CCO · O'connor Financial Group LLC

Jackson T. O'Connor

CRD 6405849 · Named on Form ADV at one SEC-registered adviser

At a glance

O'connor Financial Group LLC, an SEC-registered wealth manager based in Quincy, IL with $275 million in regulatory assets, lists Jackson T. O'Connor on its Form ADV as Chief Executive Officer, Chief Operating Officer, & CCO, a control person.

Firms and roles

  • O'connor Financial Group LLCChief Executive Officer, Chief Operating Officer, & CCOWealth manager · Quincy, IL · $275M in regulatory assets

AtlasMembers

Jackson’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jackson’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.