JC
Jeffrey J. Connor
QM ADVISORS LLC
CHATTANOOGA, TN
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CRD#: 7076700
JC
Professional summary
Jeffrey James Connor Sr. is a registered financial advisor currently at QM ADVISORS LLC located in Chattanooga, Tennessee.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeffrey has worked at 1 firm and has passed the Series 65 exam.
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.
Jeffrey James Connor Sr. is a lawyer. From time to time, he will offer clients advice or products from this activity. QM Advisors LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of QM Advisors LLC in their capacity as a lawyer.
Jeffrey James Connor Sr is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. QM Advisors LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of QM Advisors LLC in such individual's outside capacities.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey James Connor Sr.'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
April 9, 2019 - Present
QM ADVISORS LLC
RIA
CRD#: 297438
CHATTANOOGA, TN
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".
QA
QM ADVISORS LLC
G&S CAPITAL LLC | QM ADVISORS LLC
CRD#: 297438 / SEC#: 801-132594
RIA
Registered Investment Advisory firm - (4/17/2025 Approved)Florida
Registered Investment Advisory firm - (4/23/2025 Terminated)Georgia
Registered Investment Advisory firm - (4/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (4/23/2025 Terminated)Texas
Registered Investment Advisory firm - (4/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (4/23/2025 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
Tennessee(4/9/2019)
Current Firm
QA
QM ADVISORS LLC
G&S CAPITAL LLC | QM ADVISORS LLC
CRD#: 297438 / SEC#: 801-132594
RIA
Registered Investment Advisory firm - (4/17/2025 Approved)Florida
Registered Investment Advisory firm - (4/23/2025 Terminated)Georgia
Registered Investment Advisory firm - (4/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (4/23/2025 Terminated)Texas
Registered Investment Advisory firm - (4/23/2025 Terminated)Virginia
Registered Investment Advisory firm - (4/23/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Peachtree City, GA
Mailing Address
Phone number
(404) 965-3578
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 159 |
| AUM (Assets Under Management) | $ 118,124,962 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
