Kevin Oconnor has been an investment adviser representative at Jeffrey Matthews Wealth Management since April 2014, and is not listed among the firm’s executive officers or direct owners.
Jeffrey Matthews Wealth Management, LLC is a Florham Park, NJ firm with $162M under management, 367 clients and 15 advisers across 6 offices, as of its July 2026 filing.
Kevin Oconnor’s longest registration is the current one, 12 years at Jeffrey Matthews Wealth Management since 2014.
- Jeffrey Matthews Advisory Group LLC– · under a yearGreenwich, CT · Adviser representative · Firm CRD 175432
- – present · 12 yearsFlorham Park, NJ · Adviser representative · Firm CRD 155392
- – · 1 yearMillburn, NJ · Adviser representative · Firm CRD 155392
Investment adviser representative registrations
Kevin Oconnor is registered as an investment adviser representative in 3 states. The first approvals date from April 2014; the most recent is New York, in May 2021.
- ConnecticutSince 2 July 2014
- New JerseySince 1 April 2014
- New YorkSince 21 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 August 2011 |
| Series 24 | General Securities Principal Examination | 3 July 1989 |
| Series 4 | Registered Options Principal Examination | 21 April 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 1983 |
| Series 7 | General Securities Representative Examination | 19 March 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Michael John Oconnor
- CRD
- 1096256
- Firm
- Jeffrey Matthews Wealth Management · CRD 155392
- Office
- 30B VREELAND ROAD, SUITE 210, Florham Park, NJ 07932
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kevin Oconnor work?
Kevin Oconnor is an investment adviser representative registered through Jeffrey Matthews Wealth Management, LLC since April 2014, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Oconnor a financial advisor?
Yes. Kevin Oconnor has a current investment-adviser registration in Connecticut, New Jersey and New York, through Jeffrey Matthews Wealth Management since April 2014.
How many years of experience does Kevin Oconnor have?
Kevin Oconnor has 43 years in the financial industry, since June 1983, across 2 adviser firms.
What exams has Kevin Oconnor passed?
Kevin Oconnor has passed 5 licensing exams: the Series 7, Series 63, Series 4, Series 24 and Series 65. The earliest, the Series 7, was passed in March 1983. FINRA credited Kevin Oconnor with the SIE, which began in October 2018.
Where is Kevin Oconnor based?
Kevin Oconnor’s registered office is in Florham Park, NJ.
Is Kevin Oconnor registered with FINRA?
Yes. Kevin Oconnor has a current broker registration, under CRD 1096256.
Source: FINRA BrokerCheck
How can I verify Kevin Oconnor’s record?
Search CRD 1096256 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Oconnor’s full registration record.
