Jason O’Brien is a Vice President and Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. He is head of executive and business owner services for The Tiano Group, a boutique team that provides comprehensive and multi-generational financial, lending and banking services to clients and their families.
Jason works closely with corporate executives and business owners to help solve the challenges unique to individuals who are heavily concentrated in public or closely-held companies. He takes a consultative approach to working with clients, incorporating the world-class resources of J.P. Morgan—including banking, lending and credit services, and retirement and business transition planning. Jason is team lead for the Tiano Group’s Executive Services Alliance and manages the team’s Stock Plan Services platform. He often works with J.P. Morgan’s Investment Bank in coordinating monetization and financing strategies for clients.
Jason has been with JPMorgan Chase & Co. since 2010 and with The Tiano Group since 2011. Prior to joining the firm, he held similar positions working with business owners at HSBC, from 2008-2010, and Wachovia, from 2004-2008.
Jason graduated from Florida Atlantic University with a degree in Business Administration. In his spare time, Jason enjoys coaching soccer, sports and spending time with his family. He and his wife, Megan, live in Jupiter, Florida with their three children.
Registered States: AL, AK, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, VI, WA, WV, WI, WY