Brandon James O'leary
Investment adviser representative at Bbr Partners, LLC
12 yearsExperience
1 stateRegistered in
$36.5BFirm assets
26 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bbr Partners, LLCSep 2024 to now
- UnemployedJul 2023 to Aug 2024
- J.P. Morgan Asset ManagementJun 2022 to Jun 2023
- Wake Forest UniversityAug 2018 to May 2022
- Bolles HighschoolAug 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bbr Partners, LLC
$36.5BAssets managed
245Clients
60Advisers
26 yearsIn 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
- 7595733
- Firm CRD
- 109688