James M. Conner
Professional summary
Being a previously registered professional could mean that this person 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.
James Martin Conner Jr., who also goes by J. Martin Conner, James M Conner, James Martin Conner, Martin Conner, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 2022. James had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 10, 2023 - February 19, 2025
FREEDOM WEALTH COACHING, LLC
May 24, 2022 - September 12, 2023
MCBRYAR ADVISORY SERVICES, INC.
State Registrations and Notice Filings
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Current Firm
FREEDOM WEALTH COACHING, LLC
CRD#: 324178 / SEC#:
Contact information
Red Flags
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