Jeffrey ObrienCRD Number: 1261594
Current Firm: Glenfinnen Capital LLC
Jeffrey Obrien (CRD# 1261594) is an Investment Advisor Representative working at Glenfinnen Capital LLC in Fort Wayne, IN and has over 4 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Highland Capital Management LP||Fort Wayne, IN||Jan 1998 - Current||18|
|Glenfinnen Capital LLC||Fort Wayne, IN||Jan 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management37MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$9,143,300
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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