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Seth Osborne

Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. J.P. Morgan Securities LLCJul 2023 to now
  2. JPMorgan Chase Bank, N.A.Jul 2023 to now
  3. UnemployedJun 2023 to Jun 2023
  4. Midfirst BankJun 2022 to Aug 2022
  5. Care Providers OklahomaJun 2021 to Jul 2021
  6. Prima Frutta PackingMay 2021 to Jun 2021
  7. Oklahoma State UniversityAug 2019 to May 2023
  8. Northwest Pool Management IncJun 2019 to Aug 2019
  9. Young Men's Christian AssociationMar 2019 to Aug 2019
  10. UnemployedJul 2013 to Feb 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (OK, TX).

J.P. Morgan Securities LLC

$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
7783407
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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