Stephen J. Feron

JOHNSON O'CONNOR WEALTH MANAGEMENT

Wakefield, MA 01880

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CRD#: 7843369

Professional summary

Stephen James Feron IV, who also goes by Stephen J Feron, Steve Feron, is a registered financial advisor currently at JOHNSON O'CONNOR WEALTH MANAGEMENT located in Wakefield, Massachusetts.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Stephen has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephen J Feron | Steve Feron

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.

Applicant is a partner in the accounting firm Johnson O'Connor Feron & Carucci LLP. The accounting firm business is not investment related. Johnson O'Connor Feron & Carucci is located at 101 EDGEWATER DRIVE SUITE 210, WAKEFIELD, MA 01880. The applicant is a partner in the accounting firm, which provides audit, tax and consulting services to a wide range of clients. The applicant provides these services for approximately 140 hours a month, during normal business hours. He has been a partner for 20 years.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Feron IV'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®

None

Experience

Current

March 26, 2024 - Present

JOHNSON O'CONNOR WEALTH MANAGEMENT

Office #1: 101 Edgewater Drive Suite 210, Wakefield, MA 01880

RIA

CRD#: 285759

Wakefield, MA

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

Massachusetts
(3/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

JOHNSON O'CONNOR WEALTH MANAGEMENT

JOHNSON O'CONNOR WEALTH MANAGEMENT | JOHNSON O'CONNOR WEALTH MANAGEMENT, LLC

CRD#: 285759 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/4/2017 Approved)

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Contact information

Main Address

101 Edgewater Drive Suite 210, Wakefield, MA 01880

Mailing Address

Phone number

(781) 914-3400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Stephen J. Feron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Feron IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHNSON O'CONNOR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

JOHNSON O'CONNOR WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

JOHNSON O'CONNOR WEALTH MANAGEMENT

TRUST BUT VERIFY

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