Justin Obrien

Employer firm

Root Financial Partners CRD 290289

$2.15B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2022 → 03/2023
  First Command Brokerage Services
  Fort Worth, TX
• 06/2019 → 04/2023
  U.S. Army
  Fort Leonard Wood, MO
• 05/2015 → 06/2019
  Widener University
  Chester, PA
• 06/2023 → 02/2025
  Fidelity Investments
  Greenville, DE
• 04/2025 → Present
  Root Financial Partners, Llc
  Encinitas, CA

Previous Registrations

• 2023-07-10 → 2025-02-24
  Fidelity Personal And Workplace Advisors
  Greenville, DE

Exams

• S66 Uniform Combined State Law Examination
  2023-01-11

Other Names

• Justin Mark Obrien