Joshua Michael Osborn

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 09/2017 → 02/2018
  Nylife Securities, Llc
  Riverside, CA
• 04/2016 → 02/2018
  New York Life Insurance Co.
  Riverside, CA
• 02/2018 → 05/2019
  Streetwise Investments
  Anaheim, CA
• 05/2019 → 12/2023
  Cornerstone Securities
  Anaheim, CA
• 06/2024 → Present
  Fisher Investments
  Tampa, FL
• 12/2023 → 06/2024
  Wp Engine
  Leesburg, FL

Previous Registrations

• 2019-05-28 → 2023-11-29
  Cornerstone Securities Llc
  Anaheim Hills, CA
  Overland Park, KS
  Loop Leesburg, FL

Other Businesses

the name of the other business;Osborn & Son, LLC whether the business is investment-related;No the address of the other business;Roseville, IL 61473 the nature of the other business;Real Estate your position;Owner title, or relationship with the other business;Owner the start date of your relationship;5/11/2022 the approximate number of hours/month you devote to the other business;1 the number of hours you devote to the other business during securities trading hours;0 and briefly describe your duties relating to the other business; LLC to purchase physical real estate in central Illinois as investment property

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-09