Kevin Oconnor
Kevin Oconnor is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 43 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 367 clients with $160M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (5)
Regulatory
April 2010Regulatory
October 2008Regulatory
July 2003Regulatory
June 1998Civil
May 1981Other Business Activities
Kevin is the Secretary/Treasurer of C.S. Trendt, Inc., a public relations consulting company, and a member of the Advisory Board of First Bank of Greenwich. He receives no compensation for either role.
Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
The Jeffrey Matthews Financial Group, L.L.C.Broker
Previous Registrations
Jeffrey Matthews Advisory Group LLC
Jeffrey Matthews Wealth Management, LLC
Tripp & CO., INC.Broker
Tripp & CO., INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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