Jerome Patrick O'REilly

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

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

• 01/1996 → 10/2016
  Royal Alliance Associates, Inc.
  Arlington Heights, IL
• 10/2016 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 10/2016 → Present
  Vista Financial Group Ltd.
  Arlington Heights, IL
• 10/2016 → Present
  Jerome O'REilly
  Arlington Heights, IL

Previous Registrations

• 1997-09-17 → 2017-01-11
  Vista Financial Group, Ltd.
  Arlington Heights, IL
• 1997-09-17 → 2016-10-24
  Osaic Wealth, Inc.
  Arlington Heights, IL
• 1997-09-17 → 2002-12-31
  Vista Financial Group, Ltd.
  Arlington Heights, IL

Other Businesses

1. Vista Financial Group Ltd - 121 S. Wilke Rd, Ste 210, Arlington Heights, IL 60005; Investment related; Securites & Insurance (FIAs) sales & svcs/seminar marketing; Sole Proprietor; Start date 10/16; 160 hrs/mnth & during trading. 2. Jerome O'Reilly (self employed)-121 S. Wilke Rd, Ste 210, Arlington Heights, IL 60005; Investment related; Insurance Sales & Svcs; Insurance Producer/Agent; Start date 10/16; 40 hrs/mnth & during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-17
• S63 Uniform Securities Agent State Law Examination
  1992-08-14

Other Names

• Jerome P Oreilly
• Jerome Patrick Oreilly