Kassia Lynn Jezak

Employer firm

C.w. O'cOnner Wealth Advisors, Inc. CRD 125646

$265M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2022 → 08/2022
  Coyote Logistics Llc
  Atlanta, GA
• 11/2020 → 05/2022
  The University Of Alabama
  Tuscaloosa, AL
• 08/2022 → 12/2022
  The University Of Alabama
  Tuscaloosa, AL
• 09/2019 → 05/2020
  The University Of Alabama
  Tuscaloosa, AL
• 08/2019 → 05/2020
  The University Of Alabama
  Tuscaloosa, AL
• 01/2021 → 12/2021
  The University Of Alabama
  Tuscaloosa, AL
• 04/2020 → 07/2020
  Fresh Prints Llc
  Tuscaloosa, AL
• 08/2018 → 12/2022
  The University Of Alabama
  Tuscaloosa, AL
• 08/2014 → 05/2018
  St. Pius X Catholic High School
  Atlanta, GA
• 03/2023 → 08/2024
  Fidelity Investments
  Alpharetta, GA
• 09/2024 → 10/2024
  Unemployed
  Atlanta, GA
• 10/2024 → 01/2025
  Coyote Logistics Llc/Rxo Inc (Acquisition)
  Atlanta, GA
• 02/2025 → Present
  C.W. O'COnner Wealth Advisors Inc
  Duluth, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-01

Other Names

• Kassie Lynn Jezak