Jared Daniel Osborne

Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 09/2016
  Pnc Investments
  Duluth, GA
• 12/2013 → 09/2016
  Pnc Bank
  Duluth, GA
• 09/2016 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 09/2016 → 03/2018
  Bank Of America, N.A.
  Atlanta, GA
• 03/2018 → 12/2025
  Tiaa
  Atlanta, GA
• 03/2018 → 12/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Atlanta, GA
• 01/2026 → Present
  One Capital Management, Llc
  Alpharetta, GA

Previous Registrations

• 2018-04-10 → 2025-12-23
  Tiaa-Cref Individual & Institutional Services, Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Marietta, GA
• 2016-10-18 → 2018-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2014-12-23 → 2016-09-14
  Pnc Wealth Management Llc
  Cumming, GA
  Roswell, GA
  Birmingham, AL
  Alpharetta, GA
  Alpharetta, GA
  Roswell, GA
  Duluth, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-22
• S63 Uniform Securities Agent State Law Examination
  2011-08-22

Other Names

• Jared Daniel Osborne
• Jared Osborne