John O'hara (CRD# 1853344) is an Investment Advisor Representative working at Edward Jones in West Caldwell, NJ and has over 27 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Feb 2017 - Current | 7 |
| Heim Realty | Montville, NJ | Nov 2016 - Dec 2016 | < 1 |
| Jersey Thunder Lacrosse | Seaside Park, NJ | Jun 2009 - Dec 2016 | 7 |
| Whitaker Securities LLC | New York, NY | Oct 2014 - Feb 2016 | 1 |
| Tullett Prebon Financial Services LLC | New York, NY | Sep 2009 - Oct 2014 | 5 |
| Tullett Liberty Securities LLC | Jersey City, NJ | Sep 2009 - Oct 2014 | 5 |
| Prebon Securities (usa) Inc. | Jersey City, NJ | Apr 1999 - Oct 2014 | 15 |
| Prebon Financial Products Inc. | Jersey City, NJ | Apr 1999 - Oct 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- NJ
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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