Inactive

Jared Daniel Osborne

One Capital Management, LLC

Westlake Village, CA

Claim This Profile

Current Employers

One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-03-16

GA RA
APPROVED

Since 2026-03-16

Branch Locations

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

11800 Amberpark Dr. Suite 230, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

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

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

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

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

View on SEC IAPD

Other Firms

MANCHESTER FINANCIAL INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EAGLE STRATEGIES LLC

RKS MANAGEMENT, INC.

MERCER GLOBAL ADVISORS INC.

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

Other Investors

Seth Christian Catanese

FRANKLIN SCHENECK WHITEHOUSE

LAURA JO Navarro

STEVEN MICHAEL REZZELLE

Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA

EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA

RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA

MERCER GLOBAL ADVISORS INC. · Westlake Village, CA

LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA

MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA

EDWARD JONES · Westlake Village, CA

More in Westlake Village, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor