Best Investors Account Sign in

Jonathan Michael Osmun

Harbor Investment Advisory, LLC

Lutherville, MD

Claim This Profile
Current Employers
Harbor Investment Advisory, Llc

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-02-17
  • MD RA
    APPROVED
    Since 2026-02-17

Branch Locations

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • USA

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
OrganizationCityStateFromTo
Harbor Investment Advisory, Llc Lutherville MD 07/2024 Present
University Of Delaware Newark DE 08/2020 06/2024
Harborfields High School Greenlawn NY 09/2016 06/2020
  • 07/2024 → Present
    Harbor Investment Advisory, Llc
    Lutherville, MD
  • 08/2020 → 06/2024
    University Of Delaware
    Newark, DE
  • 09/2016 → 06/2020
    Harborfields High School
    Greenlawn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
  • S66 Uniform Combined State Law Examination
    2026-02-13
Other Names
  • Jonathan Osmun

View on SEC IAPD

Other Firms

BLACK DIAMOND FINANCIAL, LLC
CORBYN INVESTMENT MANAGEMENT INC
MORGAN STANLEY
SUMMIT FINANCIAL, LLC
KESTRA ADVISORY SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

FREMONT JAMES KNITTLE
ELIAS D. POE
ANDREW WILLIAM SULLIVAN
R. MATTHEW WILLIAMS NOVAK
Sean M Sundell
JAMES W CURRAN
ROBERT WILMER BLACK
FRED CREGAN HILL

Other Offices

BLACK DIAMOND FINANCIAL, LLC · LUTHERVILLE, MD
CORBYN INVESTMENT MANAGEMENT INC · LUTHERVILLE, MD
MORGAN STANLEY · Lutherville, MD
SUMMIT FINANCIAL, LLC · LUTHERVILLE, MD
KESTRA ADVISORY SERVICES, LLC · Lutherville, MD
KESTRA ADVISORY SERVICES, LLC · LUTHERVILLE, MD
CORBYN INVESTMENT MANAGEMENT INC · LUTHERVILLE, MD
JANNEY MONTGOMERY SCOTT LLC · Lutherville (Greenspring), MD

More in Lutherville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor