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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Maxwell Osbon is an investment advisor representative at Osbon Capital Management, LLC. Jon is licensed in Massachusetts and holds the Series 65 license. Jon has been in the industry since 2012 and has experience working with high-net-worth individuals, pooled investment vehicles, and portfolio management for businesses and individuals. Osbon Capital Management, LLC is a registered investment advisor with the SEC and provides investment advice and portfolio management services to a variety of clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
09/03/2013 - Present
Osbon Capital Management, LLC (BOSTON MA)
IA
Issued 03/19/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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