James Jacob Oswald
Investment adviser representative at Haven Private
18 yearsExperience
1 stateRegistered in
$428.1MFirm assets
2 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Intentionalize, LLCJun 2025 to now
- Haven Private, LLCOct 2024 to now
- Enclave Risk Management, LLCOct 2024 to now
- GFG SolutionsDec 2023 to Oct 2024
- Gambin Financial GroupMar 2023 to Dec 2023
- Leading Edge Financial PlanningJul 2021 to Mar 2023
- Financial Benefits IncorporatedApr 2021 to Mar 2022
- AflacMay 2020 to Jul 2021
- Db&a ConsutlingJul 2019 to May 2020
- Spirit AerosystemsOct 2017 to Jul 2019
- US ArmyJun 2008 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Haven Private
Legal name: Haven Private, LLC
$428.1MAssets managed
186Clients
6Advisers
2 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
- 7364290
- Firm CRD
- 329012