Jim O'Shaughnessy

Jim O'Shaughnessy Email and Phone Number

President of Retirement and Private Wealth at HUB Retirement and Wealth Management @ HUB Retirement and Wealth Management
Jim O'Shaughnessy's Location
Glenview, Illinois, United States, United States
Jim O'Shaughnessy's Contact Details

Jim O'Shaughnessy work email

Jim O'Shaughnessy personal email

n/a

Jim O'Shaughnessy phone numbers

About Jim O'Shaughnessy

Sheridan Road Financial is passionate about helping Americans Choose Their Day to retire and launch version 2.0 of their life, whether that involves pursuing a new hobby, volunteering for a cause or spending more time with family. Our services include Institutional Investment Consulting, Executive Benefits, Participant Services, Wealth Management and Financial Planning. Sheridan Road has offices in Milwaukee, Chicago, Cincinnati, Nashville and Indianapolis. As a part of HUB International’s Retirement, Institutional and Private Wealth Team.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Other advisory services offered through Global Retirement Partners, LLC a registered investment advisor. Insurance services offered through HUB International. HUB International, HUB Retirement and Wealth Management, Sheridan Road Financial, and Global Retirement Partners, LLC are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Jim O'Shaughnessy's Current Company Details
HUB Retirement and Wealth Management

Hub Retirement And Wealth Management

View
President of Retirement and Private Wealth at HUB Retirement and Wealth Management
Jim O'Shaughnessy Work Experience Details
  • Hub Retirement And Wealth Management
    President Of Retirement And Private Wealth At Hub Retirement And Wealth Management
    Hub Retirement And Wealth Management Dec 2018 - Present
    Houston, Texas, Us
  • Sheridan Road Financial, A Division Of Hub International
    President Of Retirement And Private Wealth
    Sheridan Road Financial, A Division Of Hub International Dec 2018 - Oct 2022
    Northbrook, Illinois, Us
    Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Compliance Disclaimer - Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Advisory services offered through Sheridan Road Advisors, LLC, a HUB International company and SEC registered investment advisor. Sheridan Road Financial, Sheridan Road Advisors, LLC and HUB International are separate entities from LPL Financial.
  • Sheridan Road Financial, A Division Of Hub International
    Managing Partner And Co-Founder
    Sheridan Road Financial, A Division Of Hub International Jan 2005 - Oct 2022
    Northbrook, Illinois, Us
  • National Retirement Partners
    Principal
    National Retirement Partners 2006 - Dec 2010
  • Axa Advisors
    Qualified Plan Specialist
    Axa Advisors 1992 - 2006

Jim O'Shaughnessy Skills

Retirement Plan Consulting 401k Defined Benefit Pensions Deferred Compensation Retirement Planning Retirement Wealth Management Investment Advisory Asset Management Investments Mutual Funds Series 7 Asset Managment Securities Finra Asset Allocation Finance

Jim O'Shaughnessy Education Details

  • Purdue University
    Purdue University
    Industrial Management

Frequently Asked Questions about Jim O'Shaughnessy

What company does Jim O'Shaughnessy work for?

Jim O'Shaughnessy works for Hub Retirement And Wealth Management

What is Jim O'Shaughnessy's role at the current company?

Jim O'Shaughnessy's current role is President of Retirement and Private Wealth at HUB Retirement and Wealth Management.

What is Jim O'Shaughnessy's email address?

Jim O'Shaughnessy's email address is jo****@****oad.com

What is Jim O'Shaughnessy's direct phone number?

Jim O'Shaughnessy's direct phone number is 184792*****

What schools did Jim O'Shaughnessy attend?

Jim O'Shaughnessy attended Purdue University.

What skills is Jim O'Shaughnessy known for?

Jim O'Shaughnessy has skills like Retirement Plan Consulting, 401k, Defined Benefit, Pensions, Deferred Compensation, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.