Aidan John Oconnor

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

• 01/2026 → 06/2026
  Commonwealth Financial Network
  Waltham, MA
• 08/2021 → 11/2024
  Midvale Liquor, Llc
  Philadelphia, PA
• 08/2021 → 08/2025
  Marcks, Llc
  Philadelphia, PA
• 09/2008 → 06/2021
  Full-Time Education
  Delaware County, PA
• 05/2024 → Present
  Benjamin & Company, Llc
  Philadelphia, PA
• 06/2026 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Other Businesses

(1) Benjamin & Company, LLC; DBA; Financial Services; Investment Related; 2929 Arch St, Ste 1700, Philadelphia, PA 19104; Financial Planning Associate; Analyze client Financial Plans and Investments Start 6/5/25; 184 hours/month, 150 hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-04