Christopher Joseph Conner

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → Present
  J.W. Cole Financial, Inc.
  Gainesville, FL
• 01/2009 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2001-10-02 → 2006-04-05
  Valic Financial Advisors, Inc.
  Gainesville, FL

Other Businesses

1) A)FIXED INSURANCE B) 1216 NW 13 STREET,GAINSVILLE,FL 32601 C) MARKETING/SALES INSURANCE D) DUTIES: INSURANCE BROKER OR AGENT E)3HOURS PER MONTH F)3 HRS DURING TRADING G) OFFICER/DIRECTOR: YES 2) Clarity Wealth; investment related; Founding Partner; DBA starting 3/29/2023; 119 NW 137th Drive, Suite 30, Newberry, FL 32669.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-25
• S65 Uniform Investment Adviser Law Examination
  1999-12-28

Designations

• Certified Financial Planner