JO
CFP · ChFC
JO
CFP · ChFC
John Osborn is a CFP, ChFC-designated registered investment advisor, based in Houston, TX, with 48 years of industry experience.
Location
10375 Richmond Ave, Ste 260, Houston, TX, 77042
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Regulatory History (3)
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Customer Dispute
July 2015Denied
Customer Dispute
November 1995Settled
Customer Dispute
October 1993Settled
Other Business ActivitiesSells Insurance
John is an independent insurance agent for various companies and a principal at The Pension Professionals since 1992, dedicating about 10-20% of his time to the latter. He also serves as a principal at Houston Capital Partners and an advisory representative for CIRA, spending nearly full-time hours at CIRA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
July 2011 - Present · 14 yrs 10 mos
Cambridge Investment Research, INC.Broker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Mastodon Advisory Group
April 2016 - April 2021 · 5 yrs
Greystone Advisory Group LLC
September 2015 - April 2016 · 7 mos
MML Investors Services, LLC
December 2000 - August 2011 · 10 yrs 8 mos
MML Investors Services, LLCBroker
December 2000 - August 2011 · 10 yrs 8 mos
Park Avenue Securities LLCBroker
May 1999 - December 2000 · 1 yr 7 mos
Guardian Investor Services CorporationBroker
February 1989 - May 1999 · 10 yrs 3 mos
New England Securities CorporationBroker
June 1985 - February 1989 · 3 yrs 8 mos
Prudential-Bache Securities INC.Broker
March 1983 - May 1985 · 2 yrs 2 mos
Rauscher Pierce Refsnes, INC.Broker
August 1980 - April 1983 · 2 yrs 8 mos
E. F. Hutton & Company INCBroker
August 1979 - March 1980 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - August 1979 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
October 1977 - September 1978 · 11 mos
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.