Jeanne Oneill, financial advisor Wilmington DE
93 score

Jeanne Oneill

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jeanne Oneill
Phone Number: 410-537-5400
Registered State(s):
  • DE
  • MD
By the Numbers
  • Total Assets Under Management
    41,853
    MILLIONS
  • Total Number of Accounts
    7,368
    ACCOUNTS
  • Average Account Value
    $5,680,431
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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