Jane D. O'mara

FBB CAPITAL PARTNERS

EASTON, MD 21601

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CRD#: 6394366

Professional summary

Jane Delashmutt O'mara, CFP®, who also goes by Jane Delashmutt O'mara, Jane Delashmutt Omara, is a registered financial advisor currently at FBB CAPITAL PARTNERS located in Easton, Maryland.

Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jane has worked at 1 firm .

At a Glance

Always Fiduciary

Min. Asset: $500K–$1M

Serves: Corporate Executives

Serves: High Net Worth Individuals & Families

Serves: Financial Planning for Women

Services Offered

Investment Management

Estate & Legacy Planning

Retirement Planning

Tax Planning

Financial Planning

Education Funding

Specializations

Divorce Planning

ESG & Impact Investing

Aliases

Jane Delashmutt O'mara | Jane Delashmutt Omara

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.

DELASHMUTT LLC / NOT INVESTMENT-RELATED/ C/O J M WEAVER, PO BOX 1719, EASTON, MD 21601 / REAL ESTATE AND VARIOUS - MARITIME / MANAGING MEMBER, OWNER / START DATE: JANUARY 2016 / 5 HRS PER MONTH / 0 HOURS DURING TRADING HOURS / MANAGEMENT OVERSIGHT. TALBOT HOSPICE / INVESTMENT-RELATED / 586 CYNWOOD DRIVE, EASTON, MD, 21601 / HOSPICE CARE AND SUPPORT / BOARD OF DIRECTORS / START DATE: JANUARY 2024 / 1-5 HRS PER MONTH / 1-5 HRS DURING TRADING HOURS / INVESTMENT COMMITTEE AND FINANCE COMMITTEE, TREASURER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Delashmutt O'mara'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

September 10, 2014 - Present

FBB CAPITAL PARTNERS

Office #1: 117 Bay Street Suite A-1, Easton, MD 21601

RIA

CRD#: 108967

EASTON, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FBB CAPITAL PARTNERS

FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA

Registered Investment Advisory firm - (8/4/2000 Approved)

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

Maryland
(9/10/2014)

IAR

Texas
(9/20/2019)

IAR

Virginia
(2/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FBB CAPITAL PARTNERS

FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA

Registered Investment Advisory firm - (8/4/2000 Approved)

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Contact information

Main Address

4520 East-west Highway Suite 450, Bethesda, MD 20814

Mailing Address

Phone number

(301) 657-8870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/9/2026)

Regulatory assets under management

Total Number of Accounts	3,187
AUM (Assets Under Management)	$ 2,394,809,702

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.

Contact information

(xxx) xxx-xxxx

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Jane D. O'mara

Professional summary

At a Glance

Services Offered

Specializations

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Delashmutt O'mara's CRS (Customer Relationship Summary).

Certified licenses

Experience

FBB CAPITAL PARTNERS

Primary Firm SEC Registration

FBB CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

FBB CAPITAL PARTNERS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBB CAPITAL PARTNERS

TRUST BUT VERIFY

Contact information

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