Best Investors Account Sign in
Inactive

Jeremiah J O'COnnor

Cambridge Investment Research Advisors, Inc.

Milton, MA

CRD 6115504

Claim This Profile
Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Market timing

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

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2023-12-05
  • MA RA
    APPROVED_RES
    Since 2023-12-05

Branch Locations

Milton, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Green Oak Financial Boston MA 03/2009 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2023 Present
Harvard University Cambridge MA 02/2014 03/2017
Other Businesses

1) GREEN OAK FINANCIAL SERVICES LLC, MILTON, MA 02186, 11/2009, OWNER, CERTIFIED PUBLIC ACCOUNTANT, NIR, 160 HR/MO - 120 HR/MO TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-01-11
  • S63 Uniform Securities Agent State Law Examination
    2013-01-11
Other Names
  • Jj O'COnnor
  • Jeremiah J O'COnnor

View on SEC IAPD

More in Milton, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor