GC

Gerald Stephen Connolly

CFP®
CRD# 1594715·Registered 1987 - 2024
Previously Registered: Being a previously registered professional could mean that Gerald is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Gerald Stephen Connolly, CFP®, who also goes by Jerry Connolly, was a registered financial advisor. Gerald was a previously registered financial professional and started their career in finance 1987 - 2024. Gerald had worked at 6 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Services Offered

  • Education Planning
  • Investment Planning
  • Retirement Planning
  • Insurance Planning
  • Comprehensive Financial Planning

Other Aliases

Jerry Connolly

Similar Advisors

Douglas Glenn Neal
AdvisorCheck Check Mark
Douglas Glenn Neal

LPL FINANCIAL LLC

BRENHAM, TX · CRD#
Guy David Peel
AdvisorCheck Check Mark
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
AdvisorCheck Check Mark
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Douglas Paul Kinsey
AdvisorCheck Check Mark
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#