Patrick Joseph O'COnnor

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → Present
  Raymond James & Associates
  St. Petersburg, FL
• 12/2001 → Present
  Junior Achievement - Dir, Mbr Of Exec Cmtte
  Tampa, FL

Other Businesses

(1)Name of Business: Junior Achievement - Dir, Mbr of Exec Cmtte, Immediate Past Board Chair Address: 13707 N. 22nd Street, Tampa, FL, 33613, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 12/08/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Junior Achievement - Dir, Mbr of Exec Cmtte - oversee activities of the charity.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-21

Other Names

• Patrick Joseph Oconnor