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Jonathan R Osborne

Waverly Advisors, LLC

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About Jonathan R Osborne

Jonathan R. Osborne is a registered investment advisor representative with Waverly Advisors, LLC. Jonathan has been in the industry since 2009. Jonathan is licensed in the state of Alabama and has passed the Series 6, Series 63, and Series 65 exams. Jonathan's prior firms include ING Financial Partners, INC., ING Financial Advisors, LLC, and BBVA Compass Investment Solutions, INC.

Firm Information

Jonathan Osborne is currently registered with Waverly Advisors, LLC. Waverly Advisors, LLC is a Registered Investment Advisor based in Birmingham, Alabama. The firm manages over $14.5 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. They provide financial services throughout the United States.
Waverly Advisors, LLC

600 UNIVERSITY PARK PLACE

BIRMINGHAM, AL 35209

$14.54B

Assets Under Management

25

Total Clients

85

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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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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fixed fees

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

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percentage of assets

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

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Jonathan Osborne’s Registration & Firm History

AL

04/20/2022 - Present

Waverly Advisors, LLC (BIRMINGHAM AL)

AL

01/03/2011 - 08/12/2014

ING FINANCIAL PARTNERS, INC. (BIRMINGHAM AL)

AL

11/23/2010 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (BIRMINGHAM AL)

AL

07/01/2009 - 09/14/2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC (PELHAM AL)

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Licenses & Designations

IA

Issued 04/20/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan R Osborne.
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