James Patrick Oboyle IV
Investment Adviser Representative at GLEN Eagle Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Patrick Oboyle IV is an investment adviser representative with GLEN Eagle Advisors, LLC in Charlottesville, VA, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Equityzen Securities LLC and Wells Fargo Securities, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
2 states and territories
New Jersey, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Securities, LLCMar 2019 – May 2019New York, NY
- United States Marine CorpsMay 2014 – Mar 2019Twentynine Palms, CA
- Wells Fargo Securities, LLCJun 2019 – Feb 2021New York, NY
- EquityZen Securites LLCFeb 2021 – Nov 2022New York, NY
- Equityzen Inc.Feb 2021 – Nov 2022New York, NY
- CBIZ Inc.Apr 2023 – May 2024Columbia, MD
- UnemployedNov 2022 – Mar 2023Charlottesville, VA
- Glen Eagle Advisors, LLCMay 2024 – no end date reportedKingston, NJ
- Glen Eagle Wealth, LLCMay 2024 – no end date reportedKingston, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About GLEN Eagle Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $15,000 (waivable)
- Estimated blended rate
- 0.02
- Wrap Fee - First $5,000,0002.00%
- Wrap Fee - Over $5,000,0002.00%
- Non-Wrap Fee - All Asset Levels2.00%
- 401k Employer - All Portfolio Assets1.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Kingston, NJ
- SEC file number:
- 801-79298
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at GLEN Eagle Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Patrick Oboyle IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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