Ashley Osorio

Employer firm

Ernst & Young Investment Advisers LLP CRD 110921

30 advisory clients

Reported services (Item 5G)

• Financial planning
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 11/2024 → 06/2026
  Tapfin/Ey
  Jacksonville, FL
• 06/2026 → Present
  Tapfin/Ey
  Jacksonville, FL
• 12/2024 → 04/2025
  Dexian Llc
  Jacksonville, FL
• 08/2024 → 11/2024
  Irs
  Jacksonville, FL
• 04/2024 → 08/2024
  Homemaker
  Jacksonville, FL
• 12/2023 → 04/2024
  Tax Act
  Jacksonville, FL
• 08/2020 → 12/2023
  Fscj
  Jacksonville, FL
• 10/2017 → 10/2020
  H&R Block
  Jacksonville, FL
• 06/2017 → 03/2020
  Anderson Enterprises
  Jacksonville, FL
• 08/2015 → 09/2017
  Dollar General
  Jacksonville, FL

Other Businesses

I own and operate Oso Accounting Notary & Tax Services LLC, providing notary services, immigration form assistance, tax preparation, and basic bookkeeping. I am also an active real estate agent, currently only representing myself and occasionally performing paid showings through platforms such as Showami. These activities are non‑securities related and do not involve investment advice or brokerage activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-27