Jayson O'Connor, CFP®
Jayson joined the Mt. Juliet Advisors team in December 2021. He started in the industry with a comprehensive financial planning firm in San Diego, CA. Since day one, he has helped people identify and plan for their financial goals. His holistic approach to financial planning allows individuals and families to see the “big picture”.
Jayson builds comprehensive plans that cover the following areas:
- Retirement planning
- Investment planning
- Tax planning
- Estate planning
- Education planning
- Risk management and insurance planning
Jayson joined the US Navy in 2010 and spent 6 years as a Rescue Swimmer. After his successful Naval career, Jayson completed an Associate degree in Business Administration at Cuyamaca College. Furthering his knowledge in finance, he completed a BS in Financial Services at San Diego State University. At the same time, completing a Certificate in Personal Financial Planning at SDSU. His professional licenses include Series 66 and Series 7. Broadening his expertise, he achieved the CERTIFIED FINANCIAL PLANNER™ designation.
Licenses and Designations
CFP® - CERTIFIED FINANCIAL PLANNER™ Practitioner
Registered Representative (Series 7)
Investment Advisor Representative(Series 66)
Jayson is licensed to...
... offer securities in the following states: TN
... provide investment advisory services in the following states: TN
Jayson grew up in Wisconsin. After joining the Navy, he was stationed in San Diego, CA where he met his wife, Cara. He has two young children, Reese and Gage. The family enjoys cheering for the Green Bay Packers and spending as much time as possible at the park.