Jacob O'brien (CRD# 6665341) is an Investment Advisor Representative working at O'brien Capital Advisors, LLC in Sapulpa, OK and has over 8 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
O'brien Tax Service LLC | Sapulpa, OK | Jan 2022 - Current | 2 |
O'brien Capital Advisors, LLC | Sapulpa, OK | Apr 2016 - Current | 8 |
Carl P. O'brien Cpa | Sapulpa, OK | Jan 2016 - Jan 2022 | 6 |
University Of Central Oklahoma | Edmund, OK | Aug 2015 - Dec 2015 | < 1 |
Elle Communications | Oklahoma City, OK | Jun 2015 - Jul 2015 | < 1 |
Carl P O'brien Cpa | Sapulpa, OK | Feb 2006 - May 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- OK
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$147,451
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
OK
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