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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Jackley is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. Connor has over 2 years of experience in the financial services industry. Connor has a Series 63, 66, 7, 86, 87, 9 and 10 license. Connor has been registered with the state of Oregon since 2022. Connor's firm is headquartered in Saint Petersburg, FL and has over 5700 investment advisor representatives. Raymond James Financial Services Advisors, Inc. provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
11/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (Tigard OR)
OR
11/26/2019 - 12/21/2021
KEYBANC CAPITAL MARKETS INC. (PORTLAND OR)
CA
10/31/2019 - 12/03/2019
EVERCORE GROUP L.L.C. (SAN FRANCISCO CA)
BOTH
Issued 11/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/05/2020
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/31/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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