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John Osbourne

34 Years of Experience
Grand Rapids, MI
Broker

John Osbourne is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2008 - Present · 17 yrs 8 mos
Raymond James & Associates, INC.Broker
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
February 1992 - May 1998 · 6 yrs 3 mos
State Registrations36 states
AZCACOCTDCDEFLGAHIIDILINKYMAMDMEMIMNMOMTNCNENHNJNYOHOKORPASCTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.