John Richard O'COnnor

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 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

• 05/2019 → 08/2019
  Dominos
  Brunswick, MD
• 08/2018 → 05/2019
  Capital Portfolio Management
  Timonium, MD
• 05/2018 → 08/2018
  Potomac Financial Services
  Frederick, MD
• 05/2016 → 05/2018
  Dominos
  Towson, MD
• 08/2019 → 09/2019
  Axa Advisors, Llc
  New York, NY
• 11/2019 → 02/2021
  Lpl Financial, Llc
  Fulton, MD
• 12/2019 → 02/2021
  Wealth Enhancement Group
  Plymouth, MN
• 01/2020 → 02/2021
  Wealth Enhancement Advisory Services, Llc
  Fulton, MD
• 01/2020 → 02/2021
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 02/2021 → 11/2024
  Raymond James Financial Services, Inc.
  Franklin, TN
• 02/2021 → Present
  Sagespring Wealth Partners
  Franklin, TN
• 04/2023 → 02/2024
  Doordash
  Nashville, TN

Previous Registrations

• 2020-01-20 → 2021-02-01
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
  Fulton, MD

Other Businesses

Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/2019 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: Assist clients with non-variable insurance

Exams

• S66 Uniform Combined State Law Examination
  2020-01-14

Designations

• Certified Financial Planner

Other Names

• John O'COnnor
• John O'COnnor
• John Richard O'COnnor
• John Richard Oconnor
• John Richard O,Connor