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Analyst/principal · Osborne Partners

Jay M. Skaalen

CRD 5173050 · Named on Form ADV at one SEC-registered adviser

At a glance

Osborne Partners, an SEC-registered wealth manager based in SAN Francisco, CA with $2.7 billion in regulatory assets, lists Jay M. Skaalen on its Form ADV as Analyst/principal.

Firms and roles

  • Osborne PartnersAnalyst/principalWealth manager · SAN Francisco, CA · $2.7B in regulatory assets

AtlasMembers

Jay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.