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James Daniel Osborne

Bason Asset Management

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About James Daniel Osborne

James Osborne is a financial advisor with over 15 years of experience in the financial services industry. James is a Certified Financial Planner and has been registered with Bason Asset Management since 2012. Before joining Bason Asset Management, James worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and PACIFIC WEST SECURITIES, INC. James specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

James Osborne is currently registered with Bason Asset Management. Bason Asset Management is an investment advisor registered with the SEC and located in Lakewood, CO. They specialize in financial planning and portfolio management for high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Their website address is HTTP://WWW.BASONASSET.COM and their LinkedIn profile is https://www.linkedin.com/in/jamesdosborne. They manage approximately $700.6 million in assets for 780 clients.
Bason Asset Management

355 S. TELLER ST.

LAKEWOOD, CO 80226

$700.60M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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James Osborne’s Registration & Firm History

CO

05/05/2015 - Present

Bason Asset Management (LAKEWOOD CO)

CO

07/19/2007 - 09/18/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

CO

12/01/2005 - 06/14/2007

PACIFIC WEST SECURITIES, INC. (ENGLEWOOD CO)

MA

02/04/2005 - 11/21/2005

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 02/23/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/03/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Daniel Osborne.
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