James Ferrell Obrien

Current Employers

Employment History

• 12/2009 → 11/2016
  Lpl Financial, Llc
  Omaha, NE
• 12/2011 → Present
  Wealthplan Partners, Inc
  Omaha, NE
• 11/2016 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 01/2020 → Present
  Wealthplan Partners, Llc
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2020-01-15 → 2024-07-12
  Wealthplan Partners
  Omaha, NE
• 2011-12-23 → 2020-07-10
  Wealthplan Partners
  Omaha, NE
• 2010-02-12 → 2012-01-11
  Lpl Financial Llc
  Omaha, NE
• 2009-08-14 → 2009-11-17
  Securian Financial Services, Inc.
  Omaha, NE

Other Businesses

JAMIE O'BRIEN POSITION: Wealth Advisor NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 11/01/2009 ADDRESS: 101 South 108th Ave, Ste 200, Omaha NE 68154 DESCRIPTION: when appropriate, I assist my clients in the purchasing of Life and long-term care insurance policies and at times fixed and equity index fixed annuities. WEALTHPLAN PARTNERS POSITION: Wealth Advisor NATURE: Financial Planning & Discretionary asset management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2009 ADDRESS: 101 South 108th Ave, Ste 200, Omaha NE 68154 DESCRIPTION: I provide investment advice to my clients and prospects. I provide financial planning and asset management all together under a fee-based arrangement. JFO HOLDINGS, LLC POSITION: investor NATURE: Holding an investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 18416 Larimore Street, Elkhorn NE 68022 DESCRIPTION: Investing in a mid-stage medical device supply company

Exams

• S66 Uniform Combined State Law Examination
  2009-08-08

Other Names

• James Ferrell Obrien
• James Ferrell O'BRien
• Jamie Ferrell Obrien