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 38 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Brown Advisory||Baltimore, MD||Jul 2011 - Current||11|
|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 Management120,621MILLIONS
Total Number of Accounts19,464ACCOUNTS
Average Account Value$6,197,143
- 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)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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