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Grand Junction, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-16 |
Branch Locations
743 Horizon Ct #100D, Grand Junction, CO 81506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lincoln National Life Insurance Company | Englewood | CO | 06/1991 | Present |
| Colorado Financial Service Corporation | Centennial | CO | 06/2011 | Present |
BOTH MY REGISTERED INVESTMENT ADVISOR (RIA) SERVICES AND MY FINANCIAL PLANNING ACTIVITIES ARE CONDUCTED UNDER THE NAMES JACK CONNOLLY AND CONNOLLY FINANCIAL GROUP. BOTH OF THESE ACTIVITIES ARE INVESTMENT RELATED. THE ADDRESS FOR ALL OF MY BUSINESS ACTIVITIES IS 607 28 1/4 ROAD, SUITE 201, GRAND JUNCTION, CO 81506. I AM THE OWNER OF THESE TWO ADDITIONAL BUSINESSES AND THE ONLY TITLE I USE IS CFP. THE BUSINESSES ARE RELATED, CONDUCTED AS ONE OVERALL BUSINESS AND I BEGAN THEM IN 1987. IN A 160 HOUR MONTH, I SPEND ABOUT 100 HOURS ON MY RIA ACTIVITIES AND 10 ON FINANCIAL PLANNING. DURING TRADING HOURS, I SPEND 75% OF MY TIME ON THESE TWO ACTIVITIES. MY RIA ACTIVITIES INVOLVE REVIEWING MARKET CONDITIONS AND INVESTMENT OPTIONS AND ADJUSTING CLIENT ACCOUNTS ACCORDINGLY. MY FINANCIAL PLANNING ACTIVITIES INCLUDE DOING INVESTMENT, RETIREMENT, AND ESTATE PLANNING AS WELL AS REVIEWING CASH FLOW, NET WORTH AND INSURANCE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-02-05 |
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