Unclaimed
Jeffrey James Connor Sr. is a registered investment advisor representative with QM Advisors LLC, an SEC registered investment advisor. Jeffrey has been in the financial services industry since September 1997. QM Advisors LLC is a fee-only financial advisor that provides investment advice to individuals, families, and small businesses. The firm is headquartered in Chattanooga, TN, and has an office in Peachtree City, GA. Jeffrey has a wide range of experience in the financial services industry, including working as an insurance agent and as a lawyer. He is a licensed insurance agent and holds a Series 65 license. Jeffrey is dedicated to providing his clients with the highest quality financial advice and services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TN
04/09/2019 - Present
QM Advisors LLC (CHATTANOOGA TN)
IA
Issued 04/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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