Jane O'maraCRD 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.
Summit Financial Group Inc.
Jsk Financial Services, LLC
Nfp Advisor Services, LLC
|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|
Total Assets Under Management910MILLIONS
Total Number of Accounts2,415ACCOUNTS
Average Account Value$376,833
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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