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JO

Justin P. O'shea

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CRD#: 4645888
JO

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Justin P O'shea, who also goes by Justin P O'shea, was a registered financial professional .

Justin is a previously registered financial professional and started their career in finance in 2005. Justin had worked at 3 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Justin P O'shea

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 13, 2018 - January 24, 2020

WEITZ SECURITIES, INC.

BD
CRD#: 17673
OMAHA, NE
Past

May 28, 2008 - August 14, 2018

FIRST NATIONAL CAPITAL MARKETS

BD
CRD#: 115920
OMAHA, NE
Past

September 22, 2005 - April 9, 2008

CLEARY GULL INC.

BD
CRD#: 45309
MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/2/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 1/26/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 9/21/2005
General Securities Representative Examination

Current Firm

WS
WEITZ SECURITIES, INC.
WEITZ SECURITIES, INC.

CRD#: 17673 / SEC#: , 8-35603

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
Mailing Address
Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
Phone number
(402) 391-1980
Established
Nebraska since 01/03/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WEITZ, WALLACE ROGERPRESIDENT; DIRECTOR462632
BENNETT, SHAR MARIEVICE PRESIDENT, TREASURER4224171
BOYNE, JAMES JOSEPHVICE PRESIDENT, ASSISTANT TREASURER2370445
DETISCH, JOHN ROBERTVICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER5895775
DORSEY, LORI ANNVICE PRESIDENT2077073
WEITZ, ANDREW STEVENSENIOR VICE PRESIDENT; DIRECTOR3070689

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEITZ SECURITIES, INC.

CRD#: 17673

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