James Vincent Connell

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 06/2011 → Present
  James V Connell Associates
  Camillus, NY
• 01/2014 → Present
  The Leaders Group, Inc.
  Littleton, CO

Other Businesses

1.) CONNELL FINANCIAL GROUP - 3/1/2010 - 5105 West Genesee Street, Camillus, NY 13031 - Bga Manager/Rep, recruits brokers to sell fixed ins (including annuities, DI, life) - rep also sells these products as a broker, life insurance agency., Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) THE ARGYLE GROUP - 1/1/2008 - 1618 E Pleasant Valley Blvd, Altoona, PA 16602 - General Agent, recruit life insurance agents and brokers to sell life insurance and disability insurance, insurance business, Not Invt Rel, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 1/2/2014 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) FURTHERMORE - 3/1/2026 - 5105 West Genesee Street, Camillus, NY 13031 - Partner, Furthermore is a new company my wife and I have created to work with clients to plan their lives in retirement. Not the financial part of retirement, but the lifestyle, Not Invt Rel, 20 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-08-12

Other Names

• James Vincent Connelljr