Jason O'Brien

Wealth Manager, First Republic Investment Management

Florida

Industry Accolades

Best-in-State Wealth Management Teams
Forbes, 2023

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

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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