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John Fredrick Osbon

Osbon Capital Management, LLC

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About John Fredrick Osbon

John Osbon is an investment advisor representative with Osbon Capital Management, LLC, registered in Massachusetts and Texas. John has been in the industry for over 40 years and holds Series 3, 7, 8, 63, and 65 licenses. John's experience includes previous roles at Credit Suisse First Boston LLC, AT Investor Services, Inc., and Morgan Stanley & Co., Incorporated. Osbon Capital Management, LLC is a registered investment advisor with a focus on providing portfolio management services for individuals, businesses, and pooled investment vehicles.

Firm Information

John Osbon is currently registered with Osbon Capital Management, LLC. Osbon Capital Management, LLC is an investment advisor based in Boston, MA. They manage approximately $173.7 million in assets for high-net-worth individuals and pooled investment vehicles. The firm offers portfolio management services for individuals, businesses, and pooled investment vehicles.
Osbon Capital Management, LLC

75 STATE STREET

BOSTON, MA 02109

$173.70M

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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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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John Osbon’s Registration & Firm History

MA

08/30/2013 - Present

Osbon Capital Management, LLC (BOSTON MA)

NY

03/08/2004 - 03/18/2005

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NY

12/11/2003 - 01/16/2004

AT INVESTOR SERVICES, INC. (NEW YORK NY)

NY

11/29/1982 - 01/15/2003

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NA

11/01/1979 - 12/15/1982

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

IA

Issued 05/02/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 09/17/1984

Series 3 - National Commodity Futures Examination

BC

Issued 10/20/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Fredrick Osbon.
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