J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
8yrs
Gerry Oconnell
Financial advisor at Bakeravenue
Gerry Oconnell has worked in the financial industry for 8 years and is a fiduciary financial advisor based in San Francisco, California. After two years at Half Dome Wealth Management, Gerry joined Bakeravenue in 2020, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeOne Embarcadero Center Suite 2530, San Francisco, CA 94111
FirmBakeravenue
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$4.69 million
Advisors at the firm34
States licensed ?1 state
Services through Bakeravenue
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowBakeravenueCurrent firm
- Jul 2018 – May 2020Half Dome Wealth Management LLCPreviously
Contact Gerry
(415) 986-1110Bakeravenue main office One Embarcadero Center Suite 2530San Francisco, CA 94111Office · Get directions Firm websiteHTTP://WWW.BAKERAVE.COM
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Questions to ask Gerry
Tailored to Gerry’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gerry
How do I contact Gerry?
Call Bakeravenue at (415) 986-1110 and ask for Gerry Oconnell. Gerry works from the San Francisco, CA office.
How long has Gerry been a financial advisor?
Gerry has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Gerry hold?
Series 65. Tap any license on this page to see what it allows.
Is Gerry a fiduciary?
Gerry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerry paid?
Bakeravenue reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gerry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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