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 .
Question & Answer
What are your service offerings?
Investment Planning
Divorce Planning
Inheritance
Estate Planning
Retirement Planning
Retirement Income Management
Tax Planning
Life Transitions
Education Planning
Socially Responsible Investing
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jane Delashmutt O'mara'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®
CFP®
Start date: 2014
Experience
Current
September 10, 2014 - Present
FBB CAPITAL PARTNERS
Office #1: 117 Bay Street Suite A-1, Easton, MD 21601RIA
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)
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)Upgrade to AdvisorCheck Premium
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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
21
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,990 |
| AUM (Assets Under Management) | $ 2,161,443,887 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
