Jeanne OneillCRD Number: 1203042
Current Firm: Brown Advisory
Jeanne Oneill (CRD# 1203042) is an Investment Advisor Representative working at Brown Advisory in Wilmington, DE and has over 33 years of experience in the finance industry.
Newbridge Wealth Management
Rockcrest Financial LLC
Dedicated Investment Advisers LLC
|Brown Advisory||Baltimore, MD||Jul 2011 - Current||5|
|Wells Fargo Advisors (formerly Wachovia Securities, Llc)||Greenville,, DE||Sep 2007 - Jul 2011||3|
|Brown Advisory Inc.||Baltimore, MD||Jun 1998 - Sep 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management41,853MILLIONS
Total Number of Accounts7,368ACCOUNTS
Average Account Value$5,680,431
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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