Chapel Hill, NC Office
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Oppenheimer
Enterprise
Firm-wide stats for Oppenheimer
About
Oppenheimer is a registered investment adviser and broker-dealer that serves individuals (including high net worth clients), corporations, pension and profit‑sharing plans, charitable organizations, pooled investment vehicles and IRAs. The firm offers a broad set of programs — including Fahnestock Asset Management (FAM), Alpha, consulting and retirement services, Preference and financial planning — delivered on both discretionary and non‑discretionary bases.
Advisory services span equity, balanced and fixed‑income portfolios and use strategic and tactical asset allocation, manager selection and periodic portfolio reviews; suitability reviews and branch manager oversight are part of the account‑approval and monitoring process. Consulting and retirement engagements are typically non‑discretionary and involve development of investment policy statements, asset allocation guidance and performance reporting tailored to each client’s objectives.
What is noteworthy compared with many enterprise peers is that Oppenheimer maintains custody of client assets as a qualified custodian while also operating its broker‑dealer and advisory businesses, and it reports a larger share of its advisory assets as non‑discretionary (about $22.48 billion of $36.71 billion managed). The firm also operates commission‑based advisory programs (for example, certain FAM and Alpha accounts) and runs a firm sweep program for uninvested cash that generates additional compensation to the firm, a potential conflict disclosed in its brochure.
Based on Oppenheimer
Expertise
Based on Oppenheimer
Location
Chapel Hill NC
Advisors at this office
2
Advisors at this office
Jonathan R
CFP®, Series 66
Chapel Hill, NC
Oppenheimer
Jonathan Robinson is a financial advisor with Oppenheimer in Chapel Hill, NC, holding CFP® and Series 66 designations and with 25 years of industry experience. He has been with Oppenheimer since 2003. Robinson serves as co-trustee of the Joseph W. Robinson and Kathleen Ann Robinson Family Trust, a non-investment-related role involving the liquidation of personal assets. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.
Jane O
Series 66
Chapel Hill, NC
Oppenheimer
Jane Okulski is a financial advisor with Oppenheimer in Chapel Hill, NC, holding a Series 66 designation and 17 years of industry experience. She has worked at Oppenheimer since 2017 and previously held roles at Cambridge Investment Research Advisors, Inc. and Transamerica Financial Advisors. Outside of her advisory work, she serves on the Reynolda House Advisory Council, assisting with event coordination and planning for the museum. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with a mix of discretionary and non-discretionary advisory approaches.
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