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Patrick Robert O'BRien

Jackson Peak Capital LLC

Lafayette, CA

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Current Employers
Jackson Peak Capital Llc

3540 Wilkinson Lane Suite 2, Lafayette, CA 94549 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-04
  • CA RA
    APPROVED
    Since 2026-05-04

Branch Locations

3540 Wilkinson Lane Suite 2, Lafayette, CA 94549 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securites Llc San Francisco CA 02/2018 02/2021
J.P. Morgan New York NY 08/2014 02/2018
Serent Capital San Francisco CA 02/2021 09/2022
Jackson Peak Capital Llc San Francisco CA 11/2022 Present
  • 02/2018 → 02/2021
    Jp Morgan Securites Llc
    San Francisco, CA
  • 08/2014 → 02/2018
    J.P. Morgan
    New York, NY
  • 02/2021 → 09/2022
    Serent Capital
    San Francisco, CA
  • 11/2022 → Present
    Jackson Peak Capital Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-20
S63 Uniform Securities Agent State Law Examination 2014-10-30
  • S65 Uniform Investment Adviser Law Examination
    2022-12-20
  • S63 Uniform Securities Agent State Law Examination
    2014-10-30
Other Names
  • Patrick Robert O'BRien
  • Patrick R O'BRien

View on SEC IAPD

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Other Offices

ASAGE FINANCIAL LLC · LAFAYETTE, CA
BIG 7 VENTURES MANAGEMENT, LLC · LAFAYETTE, CA
PILTINGSRUD CAPITAL MANAGEMENT, LLC · LAFAYETTE, CA
SWIFT VENTURES · LAFAYETTE, CA
GARNER FINANCIAL MANAGEMENT · LAFAYETTE, CA
TRABD LLC · LAFAYETTE, CA
TPE MANAGER LLC · LAFAYETTE, CA
MAI CAPITAL MANAGEMENT, LLC · Lafayette, CA

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