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.
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans Specialist℠.
Mr. O’Brien earned his bachelor’s degree in Business from Florida Atlantic University.