Timothy James O'mara
Investment adviser representative at Opima Capital Management, LLC
12 yearsExperience
5 statesRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Opima Capital Management, LLCAug 2026 to now
- J.P. Morgan Securities LLCAug 2024 to Jul 2026
- JPMorgan Chase Bank, N.A.Aug 2024 to Jul 2026
- Wilmington TrustMar 2023 to Aug 2024
- Tim O'mara ProductionsMay 2021 to Jul 2026
- CitigroupOct 2014 to Mar 2023
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 5 states (FL, NJ, NY, TX, VA).
Opima Capital Management, LLC
$0Assets managed
0Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5525485
- Firm CRD
- 343836