Adam Osterman, financial advisor Jacksonville FL
93 score

Adam Osterman

CRD Number: 5477169
Current Firm: Bbva Wealth Solutions Inc.

Adam Osterman (CRD# 5477169) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Jacksonville, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Compass Insurance Agency, Inc. Austin, TX Sep 2017 - Current < 1
Bbva Wealth Solutions Inc. Jacksonville, FL Sep 2017 - Current < 1
Bbva Securities Inc. Jacksonville, FL Aug 2017 - Current < 1
Compass Bank Birmingham, AL Aug 2017 - Current < 1
Unemployed Jacksonville, FL May 2017 - Aug 2017 < 1
Jp Morgan Securities LLC Jacksonville, FL May 2016 - May 2017 1
Jp Morgan Chase Jacksonville, FL May 2016 - May 2017 1
Bank Of America Jacksonville, FL Oct 2014 - May 2016 1
Merill Lynch Jacksonville, FL Jan 2013 - May 2016 3
Radio Shack Jacksonville, FL Aug 2013 - Dec 2013 < 1
Ubs Jacksonville, FL Mar 2012 - Jan 2013 < 1
Verizon Wireless Jacksonville, FL Sep 2011 - Jan 2013 1
Radio Shack Jacksonville, FL Jun 2010 - Sep 2011 1
Merill Lynch Jacksonville, FL Jan 2011 - May 2011 < 1
Fidelity Brokerage Services Jacksonville, FL Nov 2007 - Jan 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Adam D. Osterman
Phone Number: 713-552-9277
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    431
    MILLIONS
  • Total Number of Accounts
    1,342
    ACCOUNTS
  • Average Account Value
    $321,107
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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