Jill Ann Fopiano
Cfa, Cfp, Managing Member, Chief Executive Officer, Chief Investment OfficerO'Brien Wealth Partners LLCCRD 2286278
About Jill Ann Fopiano
Jill Ann Fopiano is listed as Cfa, Cfp, Managing Member, Chief Executive Officer, Chief Investment Officer at O'Brien Wealth Partners LLC in Waltham, MA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of O'Brien Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jill Ann Fopiano work?
Jill Ann Fopiano is listed as Cfa, Cfp, Managing Member, Chief Executive Officer, Chief Investment Officer at O'Brien Wealth Partners LLC on SEC Form ADV.
How much of O'Brien Wealth Partners LLC does Jill Ann Fopiano own?
Form ADV reports a beneficial ownership band of 50-75%.
O'Brien Wealth Partners LLC
| Title | Cfa, Cfp, Managing Member, Chief Executive Officer, Chief Investment Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2012 |