John Glennon O'connell
Professional Summary
John Glennon O'connell, who also goes by John Glennon Oconnell, is a registered financial advisor currently at JOHN G. O'CONNELL located in Irvine, California. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Glennon Oconnell
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
47 years in the financial services industry
Current & Past Employments
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Current Firm
JOHN G. O'CONNELL | O'CONNELL, JOHN GLENNON | O'CONNELL, JOHN G.
Contact Information
Main Address
Irvine, CAPhone Number
(212) 724-2506# of Employees
2Regulatory Assets Under Management
Total Number of Accounts
51AUM (Assets Under Management)
$24,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Glennon O'connell's CRS (Customer Relationship Summary).
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