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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-05-31
  • TN RA
    APPROVED
    Since 2024-05-31

Branch Locations

9695 Lebanon Rd. #130, Mt. Juliet, TN 37122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Navy San Diego CA 10/2010 10/2016
Cuyamaca College El Cajon CA 11/2016 05/2017
Premier Wealth Advisors, Llc San Diego CA 01/2017 03/2021
Independent Financial Group San Diego CA 12/2019 03/2021
San Diego State University San Diego CA 08/2018 05/2019
Kraft Asset Management, Llc Nashville TN 03/2021 12/2021
Scf Investment Advisors, Inc Fresno CA 12/2021 05/2024
Scf Securities, Inc Fresno CA 12/2021 05/2024
Mt. Juliet Advisors, Llc Mt. Juliet TN 12/2021 Present
United Planners Financial Services Scottsdale AZ 05/2024 Present
Jayson Oconnor Mount Juliet TN 11/2022 Present
  • 10/2010 → 10/2016
    Us Navy
    San Diego, CA
  • 11/2016 → 05/2017
    Cuyamaca College
    El Cajon, CA
  • 01/2017 → 03/2021
    San Diego, CA
  • 12/2019 → 03/2021
    Independent Financial Group
    San Diego, CA
  • 08/2018 → 05/2019
    San Diego State University
    San Diego, CA
  • 03/2021 → 12/2021
    Kraft Asset Management, Llc
    Nashville, TN
  • 12/2021 → 05/2024
    Scf Investment Advisors, Inc
    Fresno, CA
  • 12/2021 → 05/2024
    Scf Securities, Inc
    Fresno, CA
  • 12/2021 → Present
    Mt. Juliet Advisors, Llc
    Mt. Juliet, TN
  • 05/2024 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 11/2022 → Present
    Jayson Oconnor
    Mount Juliet, TN
Previous Registrations
  • 2021-12-10 → 2024-06-04
    Scf Investment Advisors, Inc.
    Mt Juliet, TN
    San Diego, CA
    Mt. Juliet, TN
  • 2021-04-13 → 2021-12-06
    Kraft Asset Management, Llc
    Nashville, TN
  • 2020-01-21 → 2021-03-12
    San Diego, CA
  • 2019-12-10 → 2019-12-10
    San Diego, CA
Other Businesses

1.) JAYSON O'CONNOR - FIXED INSURANCE SALES - NON-VARIABLE INSURANCE - MOUNT JULIET, TN - SINCE 11/2022 - INVESTMENT RELATED 2.) MT JULIET ADVISORS - FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - MOUNT JULIET, TN - SINCE 12/202 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Designations
Other Names
  • Jayson Oconnor
  • Jayson Patrick Oconnor

View on SEC IAPD

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