Kassia Lynn Jezak
Investment Adviser Representative at C.w. O'conner Wealth Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kassia Lynn Jezak is an investment adviser representative with C.w. O'conner Wealth Advisors, Inc. in Duluth, GA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Fidelity Brokerage Services LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia and South Carolina.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Coyote Logistics LLCMay 2022 – Aug 2022Atlanta, GA
- THE University OF AlabamaNov 2020 – May 2022Tuscaloosa, AL
- THE University OF AlabamaAug 2022 – Dec 2022Tuscaloosa, AL
- THE University OF AlabamaSep 2019 – May 2020Tuscaloosa, AL
- THE University OF AlabamaAug 2019 – May 2020Tuscaloosa, AL
- THE University OF AlabamaJan 2021 – Dec 2021Tuscaloosa, AL
- Fresh Prints LLCApr 2020 – Jul 2020Tuscaloosa, AL
- THE University OF AlabamaAug 2018 – Dec 2022Tuscaloosa, AL
- St. PIUS X Catholic HIGH SchoolAug 2014 – May 2018Atlanta, GA
- Fidelity InvestmentsMar 2023 – Aug 2024Alpharetta, GA
- UnemployedSep 2024 – Oct 2024Atlanta, GA
- Coyote Logistics Llc/rxo Inc (Acquisition)Oct 2024 – Jan 2025Atlanta, GA
- C.w. O'conner Wealth Advisors IncFeb 2025 – no end date reportedDuluth, GA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About C.w. O'conner Wealth Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Duluth, GA
- SEC file number:
- 801-66146
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 18, 2026
View full firm profileOther advisors at C.w. O'conner Wealth Advisors, Inc.
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kassia Lynn Jezak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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