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Jarrett Osborn

31 Years of Experience
Hollywood, FL
1 DisclosureBrokerSells Insurance

Jarrett Osborn is a registered investment advisor at Cetera Investment Advisers LLC, based in Hollywood, FL, with 31 years of industry experience. Jarrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4601 Sheridan Street, Suite 410, Hollywood, FL, 33021

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2002
Settled
Other Business ActivitiesSells Insurance

Jarrett is the president of Osborn Financial Group, Inc. since 2006, where he offers non-variable life insurance, health insurance, long-term care insurance, fixed annuities, and medicare supplements, dedicating about 10-20% of his time. Jarrett also spends minimal time as a networking group member for Networking Ink, Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs
Cetera Wealth Services, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Summit Financial Group INC
October 2008 - May 2021 · 12 yrs 7 mos
Summit Brokerage Services, INC.Broker
August 2008 - September 2019 · 11 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2001 - August 2008 · 7 yrs 3 mos
Raymond James Financial Services
May 2001 - August 2008 · 7 yrs 3 mos
Prudential Securities IncorporatedBroker
November 1994 - May 2001 · 6 yrs 6 mos
Lehman Brothers INC.Broker
October 1994 - December 1994 · 2 mos
State Registrations19 states
CACOCTFLGAHIILMANCNHNJNVNYPARITNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jarrett Osborn - Financial Advisor | TrueAdvisor