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Joan M O'Connell

Missionsquare Retirement

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About Joan M O'Connell

Joan O'Connell is a registered representative with Missionsquare Retirement and has been in the industry since December 2006. Joan has experience working for various firms including Blue Water Capital Management, LLC and Joan O'Connell Consulting. Joan holds licenses in the following states: California. Joan is a dedicated financial advisor with experience serving individuals and businesses, with a focus on portfolio management.

Firm Information

Joan O'Connell is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Joan O'Connell’s Registration & Firm History

CA

12/23/2024 - Present

Missionsquare Retirement (SAN DIEGO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joan M O'Connell.
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