John V O'COnnor

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 12/2018 → 11/2020
  Legacy Consulting Llc
  Lutherville, MD
• 09/2018 → 12/2018
  Whole Foods Market
  Baltimore, MD
• 10/2014 → 08/2018
  Erickson Living
  Parkville, MD
• 02/2021 → Present
  Edward Jones
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2021-05-22

Other Names

• John Vincent Oconnor