Jeffrey Michael Obrien

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 03/2017 → 11/2017
  Purshe Kaplan Sterling Investments
  Chicago, IL
• 03/2017 → 05/2018
  Mcadam Llc
  Chicago, IL
• 08/2012 → 12/2016
  The University Of Iowa
  Iowa City, IA
• 08/2012 → 12/2016
  The University Of Iowa
  Iowa City, IA
• 06/2018 → 01/2019
  J.P. Morgan Securities, Llc
  Chicago, IL
• 06/2018 → 01/2019
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 01/2017 → 05/2018
  Mcadam Financial
  Chicago, IL
• 01/2019 → 03/2020
  Jp Morgan Chase Bank
  Phoenix, AZ
• 01/2019 → 03/2020
  Jp Morgan Securities Llc
  Phoenix, AZ
• 03/2020 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-06-26 → 2020-03-25
  J.P. Morgan Securities Llc
  Chicago, IL
  Phoenix, AZ
• 2017-09-01 → 2018-05-23
  Mcadam Llc
  Chicago, IL
  Radnor, PA

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-01
• S63 Uniform Securities Agent State Law Examination
  2017-04-21

Other Names

• Jeffrey O'BRien
• Jeffrey M O'BRien
• Jeff O'BRien
• Jeffrey Michael O'BRien