TrueAdvisor
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JO
JO

John Arthur O'connor

Freedom Investment Management, INC.
26 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Freedom Investment Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
9,327 clients
Average Client Portfolio
$230K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K

Location

100 Constitution Plz, Fl 7, Hartford, CT, 06103-1703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Freedom Investment Management, INC.
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
3d/l Capital Management, LLC
April 2021 - December 2023 · 2 yrs 8 mos
3d Asset Management, INC.
September 2016 - March 2021 · 4 yrs 6 mos
3d Asset Management, INC.
March 2006 - May 2016 · 10 yrs 2 mos
Usi Advisors
January 2001 - May 2006 · 5 yrs 4 mos
Usi Securities, INC.
June 1999 - May 2006 · 6 yrs 11 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.