Jason O'meara, financial advisor Chalfont PA
90 score

Jason O'meara

CRD Number: 5945646
Current Firm: Prudential Financial Planning Services

Jason O'meara (CRD# 5945646) is an Investment Advisor Representative working at Prudential Financial Planning Services in Chalfont, PA and has over 5 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Chalfont PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
John Middleton, financial advisor Chalfont PA
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Chalfont PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
The Prudential Insurance Company Of America Chalfont, PA Jun 2011 - Current 5
Pruco Securities, LLC Chalfont, PA Jun 2011 - Current 5
Lincoln Financial Advisors Berwyn, PA Feb 2014 - Feb 2014 < 1
Cracker Barrel Bensalem, PA Nov 2010 - Nov 2011 1
Unemployed Holland, PA Jun 2010 - Nov 2010 < 1
Equipment Services Morrisville, PA Mar 2010 - Jun 2010 < 1
Rob's Automotive & Collison Bristol, PA Oct 2007 - Mar 2010 2
James Floor Covering Levittown, PA Jun 2006 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Jason O'meara
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jason O'meara and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.