Jonathan Osborne Email & Phone Number
Partner, Retirement Plan Advisor @ WA Asset Management, LLC
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Jonathan Osborne Location
- Birmingham, AL, US
Jonathan Osborne Work
- 2024 -now Partner, Retirement Plan Advisor @
- 2022 -now Retirement Plan Advisor @
- 2018 -2022 Daily 401(k) Operations Manager @
- 2014 -2018 Retirement Plan Administrator @
- 2013 -2014 Director of Operations @
- 2010 -2013 Pension Manager @
- 2008 -2010 Financial Sales Advisor @
Jonathan Osborne Education
- University of Alabama at Birmingham
Master of Business Administration (MBA)
2012-2013 - University of Alabama
Bachelor of Science (B.S.) (Major: Finance-Investment Management Minor: Economics)
2004-2008
Jonathan Osborne Summary
- Jonathan Osborne, based in Birmingham, AL, US, is currently a Partner, Retirement Plan Advisor at Waverly Advisors, LLC. Jonathan Osborne brings experience from previous roles at Waverly Advisors, LLC, WA Asset Management, LLC, Warren Averett Asset Management, LLC and Murfee Meadows, Inc.. Jonathan Osborne holds a 2012 - 2013 Master of Business Administration (MBA) @ University of Alabama at Birmingham. Jonathan Osborne has 2 emails and 2 mobile phone numbers on RocketReach.
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