Connor Jones has been an investment adviser representative at Wealth Science Advisors since August 2022, and is not listed among the firm’s executive officers or direct owners.
Wealth Science Advisors LLC is an Alpharetta, GA firm with $559M under management, 273 clients and 8 advisers across 9 offices, as of its March 2026 filing.
Connor Jones’ longest registration is the current one, 4 years at Wealth Science Advisors since 2022. Before joining Wealth Science Advisors in 2022, Connor Jones was registered through Northwestern Mutual Investment Services,llc.
- Northwestern Mutual Investment Services,llc– · 2 yearsAlpharetta, GA · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Connor Jones is registered as an investment adviser representative in 2 states. The first approvals date from August 2022; the most recent is Texas, in December 2022.
- GeorgiaSince 24 August 2022
- TexasSince 16 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 September 2019 |
| Series 7TO | General Securities Representative Examination | 8 August 2019 |
| SIE | Securities Industry Essentials Examination | 3 July 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Connor E Jones
- CRD
- 7010646
- Firm
- Wealth Science Advisors · CRD 321031
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Connor Jones work?
Connor Jones is an investment adviser representative registered through Wealth Science Advisors LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Connor Jones a financial advisor?
Yes. Connor Jones has a current investment-adviser registration in Georgia and Texas, through Wealth Science Advisors since August 2022.
How many years of experience does Connor Jones have?
Connor Jones has 7 years in the financial industry, since October 2019, across 2 adviser firms.
What exams has Connor Jones passed?
Connor Jones has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2019.
Where did Connor Jones work before Wealth Science Advisors?
Before Wealth Science Advisors, Connor Jones was registered through Northwestern Mutual Investment Services,llc, September 2019 to June 2022.
Is Connor Jones registered with FINRA?
No. Connor Jones has no current broker registration.
How can I verify Connor Jones’ record?
Search CRD 7010646 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connor Jones’ full registration record.