JO
John J. O'reilly
O'REILLY WEALTH ADVISORS
CARLSBAD, CA
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CRD#: 5212515
JO
Professional summary
John Joseph O'reilly is a registered financial advisor currently at O'REILLY WEALTH ADVISORS located in Carlsbad, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Mr. O'Reilly is an insurance agent appointed with various insurance companies. Mr. O'Reilly has been licensed since 10/31/2006. Mr. O'Reilly spends approximately 20% of his time on insurance-related activities.
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph O'reilly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 12, 2006 - Present
O'REILLY WEALTH ADVISORS
RIA
CRD#: 141789
CARLSBAD, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/12/2006)
Current Firm
OW
O'REILLY WEALTH ADVISORS
O'REILLY FINANCIAL SERVICES, LLC | O'REILLY WEALTH ADVISORS LLC | O'REILLY WEALTH ADVISORS
CRD#: 141789 / SEC#:
California
Registered Investment Advisory firm - (12/12/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Carlsbad, CA
Mailing Address
P.o. Box 130820, Carlsbad, CA 92013-0820
Phone number
(760) 504-6040
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 28,300,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
