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JO

Jared D. Osborne

ONE CAPITAL MANAGEMENT
Alpharetta, GA 30009
Some features on this profile are disabled
CRD#: 5957282
JO

Professional summary

Jared Daniel Osborne, who also goes by Jared Daniel Osborne, Jared Osborne, is a registered financial advisor currently at ONE CAPITAL MANAGEMENT, LLC located in Alpharetta, Georgia.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jared has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jared Daniel Osborne | Jared Osborne

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Daniel Osborne's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 16, 2026 - Present

ONE CAPITAL MANAGEMENT, LLC

Office #1: 11800 Amberpark Dr. Suite 230, Alpharetta, GA 30009
RIA
CRD#: 114861
Alpharetta, GA
Past

April 10, 2018 - December 23, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
ATLANTA, GA
Past

April 6, 2018 - December 23, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
ATLANTA, GA
Past

October 18, 2016 - April 2, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

October 12, 2016 - April 2, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA
Past

December 23, 2014 - September 14, 2016

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
DULUTH, GA
Past

December 20, 2013 - September 14, 2016

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
DULUTH, GA
Past

October 1, 2012 - December 17, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
ALPHARETTA, GA
Past

August 16, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
ALPHARETTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OC
ONE CAPITAL MANAGEMENT, LLC
FUNDX, A DIVISION OF ONE CAPITAL MANAGEMENT, LLC | ONE CAPITAL MANAGEMENT, LLLP | ONE CAPITAL MANAGEMENT, LLC

CRD#: 114861 / SEC#: 801-60483

RIA
Registered Investment Advisory firm - (11/5/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(3/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/22/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/15/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OC
ONE CAPITAL MANAGEMENT, LLC
FUNDX, A DIVISION OF ONE CAPITAL MANAGEMENT, LLC | ONE CAPITAL MANAGEMENT, LLLP | ONE CAPITAL MANAGEMENT, LLC

CRD#: 114861 / SEC#: 801-60483

RIA
Registered Investment Advisory firm - (11/5/2001 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3075 Townsgate Road Suite 350, Westlake Village, CA 91361
Mailing Address
Phone number
(805) 409-8150
Established
Firm type
Fiscal year end
# of Employees
80

SEC notice filing (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OCM FORM ADV PART 2A NOVEMBER 14, 2025 (11/14/2025)

Regulatory assets under management

Total Number of Accounts8,302
AUM (Assets Under Management)$ 7,002,823,758

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2025
Cover Page
Report
01/17/2025
Cover Page
Report
04/16/2024
Cover Page
Report
02/12/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ONE CAPITAL MANAGEMENT, LLC

CRD#: 114861Alpharetta, GA 30009

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