Jane O'mara, financial advisor Easton MD
90 score

Jane O'mara

CRD Number: 6394366
Current Firm: Fbb Capital Partners

Jane O'mara (CRD# 6394366) is an Investment Advisor Representative working at Fbb Capital Partners in Easton, MD and has 1 year of experience in the finance industry. Jane O'mara has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fbb Capital Partner Bethesda, MD Sep 2014 - Current 2
Talbot Bank Easton, MD Feb 2013 - Jul 2014 1
Hudson Realty Capital LLC New York, NY Apr 2012 - Dec 2012 < 1
Hr&a Advisors Washington, DC Aug 2012 - Oct 2012 < 1
State Of Maryland Hanover, MD Feb 2011 - Jun 2012 1
Bank Of America New York, NY May 2007 - Dec 2010 3
Us Dept Housing Urban Dev New York, NY May 2006 - May 2007 1
New York University New York, NY Aug 2005 - Apr 2007 1

Jane O'mara has no recent exams reported.
Contact Info for Jane S. O'mara
Phone Number: 301-657-8870
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    910
    MILLIONS
  • Total Number of Accounts
    2,415
    ACCOUNTS
  • Average Account Value
    $376,833
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
Types of Clients
Registered States

AZ, CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, ME, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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