Conor J Finnan

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2024 → 05/2025
  Fidelity Investments
  West Hartford, CT
• 10/2018 → 03/2023
  Fostering Independence Academy
  Franklin Lakes, NJ
• 06/2019 → 08/2019
  Kemper Sports, Knoll West Golf Course
  Parsippany, NJ
• 10/2018 → 08/2019
  Tony Lip'S Restaurant (Permanently Closed)
  Franklin Lakes, NJ
• 01/2015 → 12/2018
  Ramapo High School
  Franklin Lakes, NJ
• 03/2024 → 06/2024
  Unemployed
  Franklin Lakes, NJ
• 05/2017 → 01/2023
  Fairfield University
  Fairfield, CT
• 01/2023 → 02/2024
  Eclaro
  New York, NY
• 01/2016 → 12/2020
  Self-Employed
  Franklin Lakes, NJ
• 06/2021 → 08/2021
  Clearview Investment Partners
  Florham Park, NJ
• 06/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Effective 6/23/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-07

Other Names

• Conor Jordy Finnan
• Conor Finnan
• Conor J Finnan