Jayson
O'Connor
Scf Investment Advisors, Inc
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About this Advisor
Jayson O'Connor is a certified financial planner operating out of Mount Juliet, Tennessee who has 2 years of relevant experience. O'Connor is an employee of Scf Investment Advisors, Inc. Their career trajectory has included roles at Us Navy, Cuyamaca College, Premier Wealth Advisors, LLC, Independent Financial Group, San Diego State University, Kraft Asset Management, LLC, Scf Investment Advisors, Inc and Scf Securities, Inc. O'Connor has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Tennessee. Scf Investment Advisors, Inc is a firm that has its headquarters in Fresno, CA. The company has offices in 73 locations and a total of 267 people on staff. It handles $2 billion in assets under management between its 7,762 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 7,762 customer accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely vary depending on which services are provided. Fee types billed by Scf Investment Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scf Investment Advisors, Inc Brokerage Details
$1,771,389,008
267
7,762
$228,213
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jayson O'Connor Work History
Jayson has been registered as a financial advisor for 2 years.*
Scf Investment Advisors, Inc
Scf Securities, Inc
Kraft Asset Management, LLC
Independent Financial Group
San Diego State University
Premier Wealth Advisors, LLC
Cuyamaca College
Us Navy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jayson O'Connor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scf Investment Advisors, Inc
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Fresno, CA
Dallas, TX
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Bakersfield, CA
Fresno, CA
Safford, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
