Jeffery Conner has been an investment adviser representative at Latitude Advisors since November 2009, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Jeffery Conner’s longest registration is the current one, 16 years at Latitude Advisors since 2009. Before joining Latitude Advisors in 2009, Jeffery Conner was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsLavale, MD · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 6 yearsLavale, MD · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
Jeffery Conner is registered as an investment adviser representative in Maryland, since November 2009.
- MarylandSince 5 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 October 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 October 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 September 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffery Lynn Conner
- CRD
- 3261165
- Firm
- Latitude Advisors · CRD 151001
- Office
- 113 NATIONAL HIGHWAY, Lavale, MD 21052
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffery Conner work?
Jeffery Conner is an investment adviser representative registered through Latitude Advisors, LLC since November 2009, and is not listed among the firm’s executive officers or direct owners.
Is Jeffery Conner a financial advisor?
Yes. Jeffery Conner has a current investment-adviser registration in Maryland, through Latitude Advisors since November 2009.
How many years of experience does Jeffery Conner have?
Jeffery Conner has 27 years in the financial industry, since September 1999, across 2 adviser firms.
What exams has Jeffery Conner passed?
Jeffery Conner has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 1999. FINRA credited Jeffery Conner with the SIE, which began in October 2018.
Where is Jeffery Conner based?
Jeffery Conner’s registered office is in Lavale, MD.
Is Jeffery Conner registered with FINRA?
Yes. Jeffery Conner has a current broker registration, under CRD 3261165.
Source: FINRA BrokerCheck
How can I verify Jeffery Conner’s record?
Search CRD 3261165 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffery Conner’s full registration record.