Jay O'brien
Jay O'brien is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in East Lansing, MI, with 27 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
2260 East Saginaw Street, Suite B, East Lansing, MI, 48823
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay operates Michigan Financial Group as a DBA for his LPL business and is a registered investment advisor hybrid through Private Advisor Group, LLC, dedicating about half of his time to the latter. He also owns Money Rules, an internet educational and marketing company, sells insurance products (life, health, disability, long-term care, and fixed annuities), sells items on eBay, owns rental real estate, and operates a non-financial DBA called An Average Ordinary Guy.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ws Griffith Securities, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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