Jason Lee Twomey

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → Present
  Oppenheimer & Co. Inc.
  Washington, DC

Previous Registrations

• 2006-01-13 → 2008-09-04
  Oppenheimer & Co. Inc.
  Boston, MA
  Boston, MA

Other Businesses

1. TRUSTEE FOR HANNAH BURKE TWOMEY TRUST SINCE 12/20/02. 2. TRUSTEE FOR OLIVIA TWOMEY TRUST SINCE 10/11/2001. 3. THIS IS A TRUST FOR MY SON THAT I AM A TRUSTEE FOR. I RECEIVE NO COMPENSATION FOR MANAGING THE TRUST. 4. TRUSTEE OF MY FATHER'S MARITAL TRUST. I RECEIVE NO COMPENSATION AND SPEND 0 HOURS PER WEEK WORKING AS TRUSTEE. 5. I AM ONE OF THE TRUSTEES FOR MY DECEASED FATHER'S ESTATE. THIS ACCOUNT IS HIS TRUST ACCOUNT. 6. JASON L. TWOMEY TRUST DTD 11/1/25. I AM THE TRUSTEE OF MY TRUST. THIS TRUST ACCOUNT MAKES INVESTMENTS THAT I MANAGE. THERE IS A LIMITED AMOUNT OF TIME DEDICATED TO THE INVESTMENTS MADE, AS THEY ARE ALL LONG TERM IN NATURE. LESS THAN ONE HOUR A WEEK IS SPENT MANAGING THIS ACCOUNT.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-18
• S65 Uniform Investment Adviser Law Examination
  2006-01-12
• S63 Uniform Securities Agent State Law Examination
  1995-10-27

Other Names

• Jason Twomey