Jonathan Patrick O'Brien is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-10-29 | present | Yes |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 2022-03-22 | 2025-10-08 | — |