Zion Osner
Zion Osner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Muncie, IN, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
700 W. White River Blvd., Muncie, IN, 47303
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Zion is an advisor for White River Wealth Advisors, a DBA/support company, since July 2024. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations30 states
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