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Jared Stockton O'Connell

USQ Securities LLC

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About Jared Stockton O'Connell

Jared Stockton O'Connell is a registered representative with USQ Securities LLC. Jared has been in the industry since 2003 and has a wide range of experience, including investment banking, trading and securities sales. Jared is licensed to sell securities in New York and Utah and has passed the Series 7, 24, 55, 63, 79TO and SIE exams. Prior to joining USQ Securities LLC, Jared worked at ENCLAVE CAPITAL LLC, J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC.

Firm Information

Jared O'Connell is currently registered with USQ Securities LLC. USQ Securities LLC is a Limited Liability Company formed on November 6, 2018. The firm is registered in New York, Puerto Rico, South Carolina, Tennessee, Utah, and Virginia. USQ Securities LLC has one approved SEC registration and six approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jared O'Connell’s Registration & Firm History

NY

08/20/2019 - Present

USQ Securities LLC (NEW YORK NY)

FL

06/28/2017 - 09/10/2019

ENCLAVE CAPITAL LLC (BOCA RATON FL)

NY

10/01/2008 - 05/30/2017

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

09/23/2004 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

03/05/2003 - 07/23/2004

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2011

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Stockton O'Connell.
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