linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Jackson O'Brien

49 Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Jackson O'Brien

Sean O'Brien is a financial advisor with over 2 years of experience in the industry. Sean is registered as a Registered Representative in Texas and is currently affiliated with 49 Financial. Sean has a strong background in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Sean previously worked at Purshe Kaplan Sterling Investments in Houston, Texas.

Firm Information

Sean O'Brien is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean O'Brien’s Registration & Firm History

TX

01/24/2023 - Present

49 Financial (AUSTIN TX)

TX

06/28/2021 - 01/12/2024

PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)

Not sure if Sean Jackson O'Brien is right for you?

Licenses & Designations

IA

Issued 01/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Jackson O'Brien.
Not sure if Sean Jackson O'Brien is right for you?