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Jackson Timothy O'connor

Jackson T. O'connor

O'CONNOR FINANCIAL GROUP
Quincy, IL 62301
Some features on this profile are disabled
CRD#: 6405849
Jackson Timothy O'connor

Professional summary

Jackson Timothy O'connor, CFP®, who also goes by Jack O'connor, Jackson O'connor, Jackson Oconnor, is a registered financial advisor currently at O'CONNOR FINANCIAL GROUP LLC located in Quincy, Illinois.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jackson has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack O'connor | Jackson O'connor | Jackson Oconnor

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Timothy O'connor's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

April 8, 2019 - Present

O'CONNOR FINANCIAL GROUP LLC

Office #1: 511 Maine Street, Quincy, IL 62301
RIA
CRD#: 168636
Quincy, IL
Past

August 16, 2016 - February 21, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL

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".
OF
O'CONNOR FINANCIAL GROUP LLC
O' CONNOR WEALTH MANAGEMENT, LLC | O'CONNOR WEALTH MANAGEMENT LLC | O'CONNOR WEALTH MANAGEMENT | O'CONNOR FINANCIAL GROUP, LLC | O'CONNOR FINANCIAL GROUP LLC

CRD#: 168636 / SEC#: 801-125759

RIA
Registered Investment Advisory firm - (5/27/2022 Approved)
Florida
Registered Investment Advisory firm - (8/4/2022 Terminated)
Illinois
Registered Investment Advisory firm - (8/4/2022 Terminated)
Indiana
Registered Investment Advisory firm - (8/5/2022 Terminated)
Iowa
Registered Investment Advisory firm - (8/4/2022 Terminated)
Missouri
Registered Investment Advisory firm - (8/4/2022 Terminated)
Texas
Registered Investment Advisory firm - (8/4/2022 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Illinois
(4/8/2019)
IAR
Texas
(6/4/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/25/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/19/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/16/2016
General Securities Representative Examination

Current Firm

OF
O'CONNOR FINANCIAL GROUP LLC
O' CONNOR WEALTH MANAGEMENT, LLC | O'CONNOR WEALTH MANAGEMENT LLC | O'CONNOR WEALTH MANAGEMENT | O'CONNOR FINANCIAL GROUP, LLC | O'CONNOR FINANCIAL GROUP LLC

CRD#: 168636 / SEC#: 801-125759

RIA
Registered Investment Advisory firm - (5/27/2022 Approved)
Florida
Registered Investment Advisory firm - (8/4/2022 Terminated)
Illinois
Registered Investment Advisory firm - (8/4/2022 Terminated)
Indiana
Registered Investment Advisory firm - (8/5/2022 Terminated)
Iowa
Registered Investment Advisory firm - (8/4/2022 Terminated)
Missouri
Registered Investment Advisory firm - (8/4/2022 Terminated)
Texas
Registered Investment Advisory firm - (8/4/2022 Terminated)
Loading...

Contact information

Main Address
511 Maine Street, Quincy, IL 62301
Mailing Address
Phone number
(217) 223-0113
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026-03-05 O'CONNOR FINANCIAL GROUP FORM ADV PART 2A (3/5/2026)

Regulatory assets under management

Total Number of Accounts1,062
AUM (Assets Under Management)$ 275,258,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

O'CONNOR FINANCIAL GROUP LLC

CRD#: 168636Quincy, IL 62301

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