Melissa Kathryn Jones
Investment adviser representative at Osborne Partners
15 yearsExperience
1 stateRegistered in
CFADesignation
$2.7BFirm assets
Are you Melissa Kathryn Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Osborne PartnersMar 2026 to now
- Osborne Partners Capital Management, LLCMar 2026 to now
- IconiqApr 2024 to Feb 2026
- Jordan Park Group LLCJun 2022 to Mar 2024
- Cnr Securities LLCJun 2019 to Jun 2022
- UnemployedApr 2019 to Jun 2019
- Loomis SaylesMar 2011 to Apr 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osborne Partners
Legal name: Osborne Partners Capital Management LLC
$2.7BAssets managed
734Clients
11Advisers
27 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
- 7168899
- Firm CRD
- 108100