Conor Gerald Woods

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

• 04/2022 → Present
  First Republic Investment Management, Inc.
  Boston, MA
• 08/2022 → 10/2023
  First Republic Securities Company, Llc
  Boston, MA
• 10/2020 → 04/2022
  Irwin Siegel Agency
  Rock Hill, NY
• 05/2020 → 10/2020
  Unemployed
  N/A, XX
• 09/2019 → 05/2020
  Salve Regina University
  Newport, RI
• 08/2019 → 12/2019
  Salve Regina University
  Newport, RI
• 05/2019 → 08/2019
  New York Country Club
  Spring Valley, NY
• 09/2018 → 05/2019
  Salve Regina University
  Newport, RI
• 09/2018 → 12/2018
  Advanced Remarketing Services
  Middletown, RI
• 05/2018 → 08/2018
  Unemployed
  N/A, XX
• 09/2016 → 05/2017
  Salve Regina University
  Newport, RI
• 05/2017 → 08/2017
  Tony Boffa's Restaurant
  Middletown, NY
• 09/2017 → 05/2018
  Salve Regina University
  Newport, RI
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Boston, MA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Boston, MA

Previous Registrations

• 2023-04-05 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-23