Jason O'Brien

Wealth Manager, First Republic Investment Management

Florida

Industry Accolades

Best-in-State Wealth Management Teams
Forbes, 2023

Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Jason O'Brien

Wealth Manager, First Republic Investment Management

Florida

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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.

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