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James William Baer

Osborne Partners

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About James William Baer

James Baer is a registered investment advisor representative with Osborne Partners, a firm headquartered in San Francisco, California. James has been with Osborne Partners since January 2013. James is a Series 7, 63, and 65 licensed professional. James has over 30 years of experience in the financial services industry. James specializes in providing financial planning services, selecting other advisers, and managing portfolios for individuals, businesses, and pooled investment vehicles. James has experience working with high-net-worth individuals, charitable organizations, other investment advisors, and corporations. James has a long and distinguished career in the financial services industry.

Firm Information

James Baer is currently registered with Osborne Partners. Osborne Partners is an investment advisor registered with the SEC, with approximately $2.17 billion in regulatory assets under management. Based in San Francisco, California, the firm serves a variety of clients, including high-net-worth individuals, charitable organizations, other investment advisors, and corporations. Their services include financial planning, portfolio management, and selection of other advisors.
Osborne Partners

ONE EMBARCADERO CENTER

SAN FRANCISCO, CA 94111

$2.17B

Assets Under Management

Not reported

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Baer’s Registration & Firm History

CA

11/29/2022 - Present

Osborne Partners (SAN FRANCISCO CA)

NA

03/15/1989 - 05/29/1990

VAN KASPER & COMPANY

NA

11/25/1987 - 03/21/1989

BARABAN SECURITIES, INC.

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Licenses & Designations

IA

Issued 05/03/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James William Baer.
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