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JO

John F. O'brien

CRAIG-HALLUM CAPITAL GROUP LLC
Greenwhich, CT 06830
Some features on this profile are disabled
CRD#: 6221659
JO

Professional summary


John Francis O'brien, who also goes by John Francis O Brien, Jack Francis O'brien, is a registered financial professional currently at CRAIG-HALLUM CAPITAL GROUP LLC located in Greenwhich, Connecticut.

John is registered as a RR (Registered Representative) and started their career in finance in 2013. John has worked at 3 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 87, Series 86 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Francis O Brien | Jack Francis O'brien

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) - BD


Click below to view John Francis O'brien's CRS (Customer Relationship Summary).
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®
None

Experience


Current

November 22, 2022 - Present

CRAIG-HALLUM CAPITAL GROUP LLC

Office #1: 41 West Putnam Ave, Greenwhich, CT 06830
BD
CRD#: 121395
Greenwhich, CT
Past

February 23, 2016 - April 3, 2017

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

October 9, 2013 - February 4, 2016

CJS SECURITIES, INC.

BD
CRD#: 44823
WHITE PLAINS, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(12/9/2022)
RR
Minnesota
(12/9/2022)
RR
New York
(12/9/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 12/9/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/21/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/22/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CC
CRAIG-HALLUM CAPITAL GROUP LLC
CRAIG-HALLUM CAPITAL GROUP LLC

CRD#: 121395 / SEC#: , 8-65407

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


Main Address
323 N Washington Ave Suite 300, Minneapolis, MN 55401
Mailing Address
323 N Washington Ave Suite 300, Minneapolis, MN 55401
Phone number
(612) 334-6300
Established
Minnesota since 05/30/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (44 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CRAIG-HALLUM HOLDINGS LLCSHAREHOLDER
DYER, STEVEN LEEDIR, CEO4341538
EMMEL, THOMAS EDMUNDDIR2728311
HARRIS, KEVIN PATRICKDIR, PRESIDENT724657
HARTFIEL, WILLIAM FREDERICKDIR2093426
JENSEN, CHRISTOPHER RCCO3219762
SONSTEGARD, JEANNIE LOUISECFO1643359
ZAVORAL, JAMES HENRY JRDIR2415854

Disclosures


Regulatory Event4

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


CRAIG-HALLUM CAPITAL GROUP LLC

CRD#: 121395Greenwhich, CT 06830

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