John O'Connor
Freedom Investment Management · South Windsor, Connecticut
John O'Connor is a fee-only financial advisor at Freedom Investment Management in South Windsor, Connecticut. Freedom Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Freedom Investment Management |
|---|---|
| Based in | South Windsor, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $568.7M across 925 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1070038 |
| Exams passed | Series 63 (1983) · Series 65 (1991) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | freedomadvisors.com |
| Profile |
How John's firm compares
- Freedom Investment Management's average account is about $615,000, from its Form ADV (assets managed divided by 925 accounts).
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Questions about John
Is John O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Freedom Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Freedom Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is John O'Connor based?
John O'Connor is based in South Windsor, Connecticut.
Is John O'Connor registered with the SEC?
Yes. John O'Connor is registered as an investment adviser representative in CT (CRD 1070038), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Investment Management manage?
Freedom Investment Management reports $568.7M across 925 accounts in assets under management.
How do I contact John O'Connor?
Through John's website, freedomadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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