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portrait of Jason O'Brien
FINANCIAL ADVISOR

Jason O'Brien

CFP®, ChFC®, AAMS™, CRPC™
76 S Prairie St, Galesburg, IL 61401opens in a new window
CallSend Me a Message

About Jason

Two primary questions our office is enamored with are "What?" and "How?" Our clients share with me their "what," which is generally their most desired goals and aspirations. This often encompasses what they most want to avoid in life as well. Then, our office collaborates with our clients to show them "how" to realize these goals and aspirations.

I graduated from Quincy University with a degree in finance and began working as a financial advisor for a firm out of Springfield, IL. This is where my passion for personal finance blossomed. I believe there is no other profession that allows someone...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Farmers and Ranchers
  • Retirement Savings Strategies
  • Agribusiness Professionals

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Quincy UniversityBachelors

Personal Interests

  • Traveling
  • Spending Time with Family
  • Outdoor Enthusiast
  • Sports Enthusiast
  • Coaching Sports

Team Members

  • Tori Bogner
    Sr. Branch Office Administrator
  • Linda Dillin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(309) 342-3288

Fax

(888) 288-7599

Office Address

76 S Prairie St
Galesburg, IL 61401opens in a new window

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