Jeannine Oconnor Klos

Current Employers

Employment History

• 06/2024 → 07/2025
  Equitable Advisors, Llc
  New York, NY
• 03/1996 → Present
  James Michael Klos, Pa
  Valrico, FL
• 07/2025 → Present
  Truist Investment Services, Inc
  Tampa, FL
• 07/2025 → Present
  Truist Advisory Services, Inc
  Tampa, FL

Previous Registrations

• 2025-01-06 → 2025-07-14
  Equitable Advisors, Llc
  Tampa, FL

Other Businesses

JAMES MICHAEL KLOS, PA (DBA THE KLOS APPRAISAL GROUP) POSITION: Corporate Treasurer NATURE: Firm is a privately and family held Subchapter-S residential real-estate appraisal firm. The firm's president is the firm's sole real estate appraiser and performs appraisals for real-estate transactions. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1996 ADDRESS: Valrico FL, United States Non-Compensated Officer (Treasurer) James Michael Klos, PA (dba Klos Appraisal Group) Residential Real Estate Appraisal Firm Not investment related Family held Subchapter S Corporation - has not been and will never be an IPO or on a securities exchange Duties require less than one hour a month over the weekend and not performed on Truist time DESCRIPTION: At the time of inception, 2 officers were required to be on the corporate documents to qualify for Subchapter-S filing. My husband is the President, and I was named Treasurer. I'm a non-compensated officer of this firm. My current duties (since 2023) are minimal (less than one hour per week) and consist of signing any necessary forms for tax-reporting purposes. These activities are not done during my regularly scheduled hours of employment.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-02
• S63 Uniform Securities Agent State Law Examination
  1991-07-18

Other Names

• Jeannine R Oconnor