Jason O'Brien

Jason O'Brien

Wealth Manager, First Republic Investment Management
Florida
Email me

Jason O'Brien

Wealth Manager, First Republic Investment Management
Florida
Email me
  • Wealth Management Experience Since 2004
    Jason O’Brien is a Vice President and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2020, Mr. O’Brien was a Vice President at J.P. Morgan Securities, which he joined in 2011 from JPMorgan Chase & Co. He began his career at Wachovia in 2004. Mr. O’Brien dedicates his practice to financial planning with a special emphasis on business transition planning.
  • Professional Designation
    He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans Specialist℠.
  • Education
    Mr. O’Brien earned his bachelor’s degree in Business from Florida Atlantic University.
Email me
Check the background of the firm and its investment professionals on .

Team Connections

Gregory P. Saville

Gregory P. Saville

Wealth Manager, First Republic Investment Management
Florida
Learn more
Salvatore A. Tiano

Salvatore A. Tiano

Wealth Manager, First Republic Investment Management
Florida
Learn more
Daniel Tumba

Daniel Tumba

Wealth Manager, First Republic Investment Management
Florida
Learn more
John Emery Smyth

John Emery Smyth

Wealth Manager, First Republic Investment Management
Florida
Learn more
Louis J. Ventura

Louis J. Ventura

Managing Director, Wealth Manager
Florida
Learn more

You may also be interested in