James Raymond Conner

Current Employers

Employment History

• 10/1986 → 11/2022
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/1986 → 11/2022
  First Command Financial Services, Inc
  Fort Worth, TX
• 12/2015 → 11/2022
  First Command Advisory Services
  Fort Worth, TX
• 12/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 12/2022 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2015-12-15 → 2022-11-17
  First Command Advisory Services
  Fort Worth, TX
• 2005-09-02 → 2015-12-15
  First Command Brokerage Services, Inc.
  Mount Laurel, NJ
  Carlisle, PA
  Mount Laurel, NJ
  Mount Laurel, NJ
• 2005-07-21 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

JIM CONNER POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 12/19/2022 ADDRESS: 10000 Sagemore Drive, Suite 10201, Marlton NJ 08053, United States DESCRIPTION: Selling property & casualty insurance JAMES R. CONNER POSITION: Owner NATURE: Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/24/1974 ADDRESS: Kalapana Seaview Estates, Lot 26, Pahoa HI 96778, United States DESCRIPTION: As owner will sell at best market value MARLTON VOLLEYBALL CLUB POSITION: Club President/Founder/Director/Coach NATURE: USAV Olympic Development Volleyball INVESTMENT RELATED: No NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1996 ADDRESS: 24 ELIZABETH CT S, MARLTON NJ 08053, United States DESCRIPTION: Annually organize, teach and help Coach, usually, 6 teams of about 10 players from ages 12 to 18. These teams will play in regional tournaments mostly on the East Coast. KINGS GRANT OPEN SPACE ASSOCIATION POSITION: I am one of 5 members on the board NATURE: Make board decisions regarding state and federal enviromental rules on funding projects. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 50 Landings Dr, Marlton NJ 08053, United States DESCRIPTION: Advise and consent on maintenance of lake and land environmental issues, unit and lot annual fees, staff personnel management and hiring.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-19
• S63 Uniform Securities Agent State Law Examination
  1987-01-22

Other Names

• Jim Conner