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ft. worth

Fort Worth



Branch Manager




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About The Branch

Located in the heart of downtown, the Oppenheimer Fort Worth office specializes in providing institutions and individuals with personalized investment and planning services. Our team of experienced Financial Advisors, many of whom have received various industry designations, work with clients to help them achieve their investment and financial goals. We pride ourselves on offering exceptional client service and working collaboratively with clients' trusted advisors and Oppenheimer affiliates to provide concierge insight and strategy.

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Join Oppenheimer

PEP Team
Portfolio Enhancement Program

Oppenheimer's Performance Enhancement Program is based in our Forth Worth, TX office. 

PEP is a market-agnostic strategy that uses mathematical modeling to uncover opportunities to profit through writing uncovered index options. As options traders, the portfolio managers are net sellers of calls and puts on the S&P 500 Index. The managers collect the option premiums from these sales. An option is uncovered when an investor sells options contracts without holding the underlying stock, an offsetting long option position or a position in an underlying option. In other words, they do not own a long position in the underlying stock.

Our Story in Numbers

*Stats as of December 31, 2020
  • 1,002

    Financial Professionals

  • $104.8

    Billion Client Assets under Administration

  • 92

    Branch Offices across the United States

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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