John Osseward, financial advisor Bellevue WA
90 score

John Osseward

CRD Number: 6319061
Current Firm: Avier Wealth Advisors

John Osseward (CRD# 6319061) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ram Investment Partners, LLC Bellevue, WA Mar 2014 - Current 2
Wurts & Associates Seattle, WA Jul 2013 - Mar 2014 < 1
Seattle Public Schools Seattle, WA Jun 2011 - Jul 2013 2
University Of Washington Seattle, WA Sep 2006 - Jun 2011 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for John P. Osseward
Phone Number: 425-467-1011
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    274
    MILLIONS
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $262,604
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, HI, ID, IL, NV, NY, OR, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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