William Blair & Company
47yrs
Top advisor by experience in Illinois
3yrs
Liam OConnell
Financial advisor at J.P. Morgan Securities
Liam OConnell is a fiduciary financial advisor in Chicago, Illinois, with 3 years in the industry. Liam joined J.P. Morgan Securities in 2026, after two years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office330 N Desplaines St, Chicago, IL 60661
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- Jan 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2023 – 2026MerrillPreviously
Contact Liam
(800) 999-2000Firm headquarters in New York, NY. Ask for Liam. 330 N Desplaines StChicago, IL 60661Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Liam
Tailored to Liam’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Liam
How do I contact Liam?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Liam OConnell. Liam works from the Chicago, IL office.
How long has Liam been a financial advisor?
Liam has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Liam hold?
Series 66. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Liam 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.
Other advisors nearby
Cohen Capital
47yrs
Top advisor by experience at Cohen Capital
Oppenheimer & Co.
47yrs
Top 1% by experience in Chicago
Merrill
47yrs
Top 1% by experience in Chicago
William Blair & Company
47yrs
Top 1% by experience in Chicago
Morgan Stanley
47yrs
Top 1% by experience in Chicago