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Josselyn B O'COnnor

Edward Jones

Soldotna, AK

CRD 6815779

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-09-17
AK RA APPROVED 2017-08-30
  • TX RA
    APPROVED_RES
    Since 2019-09-17
  • AK RA
    APPROVED
    Since 2017-08-30

Branch Locations

47294 Progress Court Suite B, Soldotna, AK 99669 • 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
Edward Jones St Louis MO 07/2017 Present
Cenergy International Services Llc - Alaska Lng Project Houston TX 03/2015 12/2016
J. O'COnnor Company Llc Soldotna AK 12/2016 Present
  • 07/2017 → Present
    St Louis, MO
  • 03/2015 → 12/2016
    Cenergy International Services Llc - Alaska Lng Project
    Houston, TX
  • 12/2016 → Present
    J. O'COnnor Company Llc
    Soldotna, AK
Other Businesses

"OSOC Industries Inc. Type: Date: 01/01/94 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Dividends City-State: Portsmouth OH"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-29
  • S66 Uniform Combined State Law Examination
    2017-08-29
Designations
  • Certified Financial Planner
Other Names
  • Josselyn Marie Burke
  • Josselyn Burke Oconnor

View on SEC IAPD

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