Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
26yrs
Based in Scottsdale, Arizona, John Oconnor is a fiduciary financial advisor with 26 years of industry experience. John has been with Vanguard Advisers since 2014; before that, John spent four years at USAA Financial Planning Services and nine years at Ameriprise Financial Services. Vanguard Advisers offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 8% by experience at Vanguard Advisers
Office14321 N. Northsight Boulevard, Scottsdale, AZ 85260
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- 2014 – nowVanguard Advisers, Inc.Current firm
- 2010 – 2014USAA Financial Planning ServicesPreviously
- 2000 – 2009Ameriprise Financial Services, LLCPreviously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- 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 John
How do I contact John?
Call Vanguard Advisers at (610) 669-1000 and ask for John Oconnor. John works from the Scottsdale, AZ office.
How long has John been a financial advisor?
John has been in the industry since 2000, about 26 years. Top 8% by experience at Vanguard Advisers.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John 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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