Best Investors Account Sign in
Inactive

Kassia Lynn Jezak

C.W. O'COnner Wealth Advisors, Inc.

Duluth, GA

Claim This Profile
Current Employers
C.W. O'COnner Wealth Advisors, Inc.

3175 Satellite Boulevard Suite 110, Duluth, GA 30096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-03
SC RA APPROVED 2025-02-16
  • GA RA
    APPROVED
    Since 2025-03-03
  • SC RA
    APPROVED
    Since 2025-02-16

Branch Locations

3175 Satellite Boulevard Suite 110, Duluth, GA 30096 • 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
Coyote Logistics Llc Atlanta GA 05/2022 08/2022
The University Of Alabama Tuscaloosa AL 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
Fresh Prints Llc Tuscaloosa AL 04/2020 07/2020
The University Of Alabama Tuscaloosa AL 08/2018 12/2022
St. Pius X Catholic High School Atlanta GA 08/2014 05/2018
Fidelity Investments Alpharetta GA 03/2023 08/2024
Unemployed Atlanta GA 09/2024 10/2024
Coyote Logistics Llc/Rxo Inc (Acquisition) Atlanta GA 10/2024 01/2025
C.W. O'COnner Wealth Advisors Inc Duluth GA 02/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
  • S66 Uniform Combined State Law Examination
    2023-09-01
Other Names
  • Kassie Lynn Jezak

View on SEC IAPD

Other Firms

MORGAN STANLEY
LEGACY PARTNER GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
LIFEWATER WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

CHARMAINE ANDREA SYLVESTER
Kelli A Rogan
CHERRY XIANGCHAN MOSIENKO
ANDREW DENNIS PERLMAN
HARSH B JAYASWAL
JONATHAN Edmund STRIEFSKY
Bobbi Johnson
Ahmer Shah

Other Offices

MORGAN STANLEY · Duluth, GA
LEGACY PARTNER GROUP · DULUTH, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DULUTH, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DULUTH, GA
PFS INVESTMENTS INC. · DULUTH, GA
LIFEWATER WEALTH MANAGEMENT · DULUTH, GA
AMERIPRISE FINANCIAL SERVICES, LLC · DULUTH, GA
VALIC FINANCIAL ADVISORS, INC. · DULUTH, GA

More in Duluth, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor