Claire
O'Neill
Sharkey Howes & Javer Inc
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About this Advisor
Claire O'Neill is a certified financial planner based in Denver, Colorado with a total of 5 years of industry experience. O'Neill is currently employed by Sharkey Howes & Javer Inc. Throughout their career, O'Neill has worked at Oppenheimerfunds, Student, Wilkerson And Reynolds Wealth Management and Sharkey, Howes And Javer, Inc. O'Neill has a Series 63 license, qualifying them as a securities representative, and can operate in Colorado. Sharkey Howes & Javer Inc is a firm that has its headquarters in Denver, CO. It administers $765 million in total assets between its 2,702 accounts, placing it among the bigger firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 2,702 accounts, 22% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Sharkey Howes & Javer Inc has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on the type of financial services offered. Fees charged by Sharkey Howes & Javer Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sharkey Howes & Javer Inc Brokerage Details
$765,201,954
13
2,702
$283,198
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Claire O'Neill Work History
Claire has been registered as a financial advisor for 5 years.*
Sharkey, Howes And Javer, Inc
Oppenheimerfunds
Student
Wilkerson And Reynolds Wealth Management
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Claire O'Neill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sharkey Howes & Javer Inc
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
