Liam Oconnell

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

• 01/2026 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 07/2023 → 12/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakbrook, IL
• 07/2023 → 12/2025
  Bank Of America
  Elmhurst, IL
• 08/2023 → 09/2023
  The Red Lion
  Champaign, IL
• 09/2022 → 06/2023
  Unemployed
  Chicago, IL
• 06/2022 → 08/2022
  Bank Of America
  Oakbrook, IL
• 09/2020 → 05/2022
  Joe's Brewery/706 S Fifth St Inc
  Champaign, IL
• 08/2018 → 08/2021
  Park Ridge Country Club
  Park Ridge, IL
• 05/2020 → 05/2021
  Luke C Hemelstrand Inc
  Park Ridge, IL
• 01/2020 → 03/2020
  Kams
  Champaign, IL
• 10/2017 → 11/2019
  Irish Heritage
  Chicago, IL
• 01/2016 → 09/2017
  Unemployed
  Chicago, IL

Previous Registrations

• 2023-09-27 → 2026-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Elmhurst, IL
  Elmhurst, IL
  New York, NY
  Oak Brook, IL
  Villa Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-09-22

Other Names

• Liam M Oconnell