JC
Jeffery L. Conner
LATITUDE ADVISORS
LAVALE, MD 21052
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CRD#: 3261165
JC
Professional summary
Jeffery Lynn Conner is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Lavale, Maryland and GWN SECURITIES INC. located in Lavale, Maryland.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jeffery has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 1999 - PRESENT - INDEPENDENT INSURANCE AGENT, LAVALE, MD 5 HOURS/MONTH - INVESTMENT RELATED. 2. 10/2009 - PRESENT - LATITUTDE ADVISORS, LLC, VERO BEACH, FL - INVESTMENT ADVISOR REP, 20 HOURS/MONTH - INVESTMENT RELATED. 3. 1995 - PRESENT - FIKE, CONNER AND ASSOCIATES, P.A., LAVALE, MD PRINCIPAL & CPA, ACCOUNTING DUTIES - 45 HOURS/WEEK. 4. 10/2008 - PRESENT, NATIONAL HIGHWAY PROPERTIES, LLC, PARTNER - COMMERCIAL REAL ESTATE MANAGEMENT, 2 HOURS/MONTH 5. 1999 - PRESENT, NEW MILLENNIUM FINANCIAL SERVICES, INC., LAVALE, MD PRINCIPAL & ADMINISTRATIVE DUTIES, CLEARING CO FOR COMMISSIONS, 1 HOUR/WEEK 6. 2009 - PRESENT, PEA RIDGE FARMS, LONACONING, MD GENERAL PARTNER IN BEEF FARM OPERATIONS, 10 HOURS/WEEK MOUNT ZION UNITED METHODIST CHURCH POSITION: Financial secretary NATURE: See 8. Financial secretary for the church and does the accounting for the church and approves a budget for the church. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 17543 National Pike, Frostburg MD 21532 DESCRIPTION: I am the financial secretary for the church which reviews and overseesthe accounting for the church and adopts and approves budgets. I have no signature authority over any accounts. I will help the treasurer count the offering after church services. CITIZENS RIGHTS & HERITAGE GROUP, INC. POSITION: President NATURE: Small nonprofit organization that is concerned about the publics use of Maryland State public lands for any and all recreational purposes. Membership oriented organization. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2007 ADDRESS: 113 National Highway, LaVale MD 21502 DESCRIPTION: I am the president of this small nonprofit organization and preside over meetings. GARRETT COUNTY DEPT OF PLANNING AND LAND MANAGEMENT POSITION: Vice chairperson NATURE: It is not a business and does not conduct any business activites. It is an arm of the Garrett County government. I am a member of the Garrett County Planning Commission and was appointed by the Garrett County Commissioners. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2012 ADDRESS: 203 South 4th Street, Oakland MD 21550 DESCRIPTION: I am an appointed member to the Garrett County Planning Commission. The Planning Commission has monthly meetings concerning the County's land management. We review zoning appeals, approve or disapprove variances, review major subdivisions, and other land management issues.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Lynn Conner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 5, 2009 - Present
LATITUDE ADVISORS, LLC
Office #1: 113 National Highway, Lavale, MD 21052RIA
CRD#: 151001
LAVALE, MD
Current
November 3, 2009 - Present
GWN SECURITIES INC.
Office #1: 113 National Highway, Lavale, MD 21502RIA
BD
CRD#: 128929
Lavale, MD
Past
August 8, 2003 - November 10, 2009
MEDALLION ADVISORY SERVICES, LLC
RIA
CRD#: 113788
LAVALE, MD
Past
September 10, 1999 - November 10, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
LAVALE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/19/2011)
RR
Maryland(11/3/2009)
IAR
Maryland(11/5/2009)
RR
Pennsylvania(11/3/2009)
RR
West Virginia(11/3/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC
CRD#: 151001 / SEC#: 801-70420
RIA
Registered Investment Advisory firm - (7/16/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,305 |
| AUM (Assets Under Management) | $ 379,516,000 |
Red Flags
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Company Information
LATITUDE ADVISORS, LLC
CRD#: 151001Lavale, MD 21052TRUST BUT VERIFY
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