Melissa K. Jones

OSBORNE PARTNERS

San Francisco, CA 94111

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CRD#: 7168899

Professional summary

Melissa Kathryn Jones, who also goes by Melissa Jones, is a registered financial advisor currently at OSBORNE PARTNERS located in San Francisco, California.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Melissa has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Jones

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 Melissa Kathryn Jones'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 23, 2026 - Present

OSBORNE PARTNERS

Office #1: One Embarcadero Center Ste 4100, San Francisco, CA 94111

RIA

CRD#: 108100

San Francisco, CA

Past

January 18, 2024 - March 22, 2024

JORDAN PARK GROUP LLC

RIA

CRD#: 287755

SAN FRANCISCO, CA

Past

November 5, 2019 - June 6, 2022

RBC ROCHDALE, LLC

RIA

CRD#: 117198

SAN FRANCISCO, CA

Past

October 10, 2019 - June 6, 2022

CNR SECURITIES, LLC

CRD#: 18466

SAN FRANCISCO, CA

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".

OSBORNE PARTNERS

BERRY HARTELL EVERS & OSBORNE | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | OSBORNE PARTNERS

CRD#: 108100 / SEC#: 801-56319

RIA

Registered Investment Advisory firm - (2/15/1999 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

California
(3/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/4/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/10/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/30/2019

Securities Industry Essentials Examination

Current Firm

OSBORNE PARTNERS

BERRY HARTELL EVERS & OSBORNE | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | OSBORNE PARTNERS

CRD#: 108100 / SEC#: 801-56319

RIA

Registered Investment Advisory firm - (2/15/1999 Approved)

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Contact information

Main Address

One Embarcadero Center Ste 4100, San Francisco, CA 94111

Mailing Address

Phone number

(415) 362-5637

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (8/25/2025)

Regulatory assets under management

Total Number of Accounts	2,015
AUM (Assets Under Management)	$ 2,358,840,039

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
01/03/2024	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.

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Advisor Monitoring

Firm Stability Insights

Melissa K. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Kathryn Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSBORNE PARTNERS

JORDAN PARK GROUP LLC

RBC ROCHDALE, LLC

CNR SECURITIES, LLC

Primary Firm SEC Registration

OSBORNE PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 12/4/2019

Series 7TO

Date: 10/10/2019

SIE

Date: 7/30/2019

Current Firm

OSBORNE PARTNERS

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OSBORNE PARTNERS

TRUST BUT VERIFY

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