Jared Daniel Osborne
Investment adviser representative at One Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$8.5BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- One Capital Management, LLCJan 2026 to now
- TIAAMar 2018 to Dec 2025
- TIAA-CREF Individual & Institutional Services, LLCMar 2018 to Dec 2025
- Bank of America, N.A.Sep 2016 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5957282
- Firm CRD
- 114861