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Jason O'Brien

Jason O

Vice President

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.

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.

Phone: 561.694.5610
Email: jason.obrien@jpmorgan.com

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

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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