Margaret K O'brien
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesMay 2026 to now
- Choose ChicagoOct 2021 to Apr 2026
- Project Management Advisors, Inc.Feb 2019 to Oct 2021
- Cafe Hollander (lowlands Group)Jun 2018 to Jul 2018
- Northstar American BistroMay 2018 to Jan 2019
- Marcus Hotels & ResortsAug 2017 to Apr 2018
- Pier 290May 2017 to Aug 2017
- SwitchMay 2016 to May 2017
- Special Solutions LLCSep 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8259182
- Firm CRD
- 250