Best Investors Account Sign in
Inactive

Sean Jackson O'BRien

49 Financial

Austin, TX

Houston, TX

Claim This Profile
Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-24
  • TX RA
    APPROVED
    Since 2023-01-24

Branch Locations

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

820 Gessner Ste 316, Houston, TX 77024 • 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
Purshe Kaplan Sterling Investments Albany NY 06/2021 07/2024
Thrivent Advisor Network Dba 49 Financial Houston TX 01/2021 12/2022
University Of Oregon Eugene OR 09/2017 06/2021
Pacific Wave Surf Shop Santa Cruz CA 04/2017 09/2018
Scotts Valley High School Scotts Valley CA 08/2013 06/2017
49 Wealth Management, Llc Austin TX 01/2023 Present
Oakwood Capital Securities, Inc. Minneapolis MN 07/2024 12/2024
  • 06/2021 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2021 → 12/2022
    Thrivent Advisor Network Dba 49 Financial
    Houston, TX
  • 09/2017 → 06/2021
    University Of Oregon
    Eugene, OR
  • 04/2017 → 09/2018
    Pacific Wave Surf Shop
    Santa Cruz, CA
  • 08/2013 → 06/2017
    Scotts Valley High School
    Scotts Valley, CA
  • 01/2023 → Present
    49 Wealth Management, Llc
    Austin, TX
  • 07/2024 → 12/2024
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
Other Businesses

Financial Independence Group - Insurance Agent ; Investment Related ; Located at 19520 W Catawba Ave #200, Cornelius NC 28031 ; Description of the business: Fixed Insurance; Start date: 2024-07-23; 10 Hours per month during trading hours; Percentage of total yearly compensation expected to be derived from the business: 15. 25 Giving - Contractor; Not Investment Related; 3711 S Mopac Expy, Ste. 150 Austin TX 78746; Duties: To refer nonprofits so they can help develop charitable plans for donors of nonprofits; Start date: 2025-03-12; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 2 Percent of total yearly compensation expected to be derived from the business; Contact person: Justin Lopez; Website address: 25giving.com.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-09
S63 Uniform Securities Agent State Law Examination 2021-04-03
  • S65 Uniform Investment Adviser Law Examination
    2023-01-09
  • S63 Uniform Securities Agent State Law Examination
    2021-04-03
Other Names
  • Sean Jackson O'BRien
  • Jackson O'BRien
  • Sean Jackson Obrien

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor