JO
JO

John Per Osullivan

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
303 clients
Average Client Portfolio
$647K average
Assets Under Management
$196.1M

Fee Structure

Minimum Investment:$50K
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Location

4800 Bee Caves Road, Austin, TX, 78746

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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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Other Business Activities

John is a managing member of several commercial real estate entities (RJ Bee Caves, LLC and SS Overlook) and Per Stirling Group, LLC, each requiring minimal time. He is also a managing member and owner of Per Stirling Private Wealth, spending about 10-20% of his time there, and a registered representative with B.B. Graham & Company. John spends nearly all of his time as a managing member, owner, and investment advisor representative of Per Stirling Capital Management, LLC.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
November 2011 - Present · 14 yrs 3 mos
Per Stirling Capital Management, LLC
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
Choice Investments, INC.Broker
September 2009 - October 2011 · 2 yrs 1 mo
Choice Advisory Group, INC.
September 2009 - December 2010 · 1 yr 3 mos
Direct Capital Securities, INC.Broker
February 2009 - August 2009 · 6 mos
Cach Capital Management, LLC
March 2007 - September 2009 · 2 yrs 6 mos
Choice Advisory Group, INC.
June 2005 - March 2007 · 1 yr 9 mos
Choice Investments, INC.
June 2005 - July 2006 · 1 yr 1 mo
Choice Investments, INC.Broker
June 2005 - March 2007 · 1 yr 9 mos
Lucien, Stirling & Gray Financial CorporationBroker
March 2002 - June 2005 · 3 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Per Osullivan - Financial Advisor | TrueAdvisor