Chief Compliance Officer · Osborne Partners
Jonathan G. Kasting
CRD 7176479 · Named on Form ADV at 11 SEC-registered advisers
At a glance
Osborne Partners, an SEC-registered wealth manager based in SAN Francisco, CA with $2.7 billion in regulatory assets, lists Jonathan G. Kasting on its Form ADV as Chief Compliance Officer. The SEC filings also name Jonathan at 10 other registered advisers.
Firms and roles
- Osborne PartnersChief Compliance OfficerWealth manager · SAN Francisco, CA · $2.7B in regulatory assets
- Legacy Financial Advisors, Inc.Chief Compliance OfficerWealth manager · Covington, KY · $1.5B in regulatory assets
- Cohen CapitalChief Compliance OfficerWealth manager · Chicago, IL · $1.1B in regulatory assets
- Concentrum Wealth ManagementChief Compliance OfficerWealth manager · SAN Jose, CA · $987M in regulatory assets
- Hillcrest Financial GroupChief Compliance OfficerWealth manager · Thousand Oaks, CA · $568M in regulatory assets
- Gaddis Premier Wealth Advisors LLCChief Compliance OfficerWealth manager · Durant, OK · $369M in regulatory assets
- Regimen Wealth, LLCChief Compliance OfficerWealth manager · Atlanta, GA · $365M in regulatory assets
- Cornerstone Financial Group,llcChief Compliance OfficerWealth manager · Omaha, NE · $292M in regulatory assets
- M3 Wealth ManagementChief Compliance OfficerWealth manager · North Royalton, OH · $160M in regulatory assets
- HV Capital ManagementChief Compliance OfficerWealth manager · Montgomery, NY · $72M in regulatory assets
- Suissa Private WealthChief Compliance OfficerAsset manager · Bethesda, MD · $0M in regulatory assets
AtlasMembers
Jonathan’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.
- Ownership stake at each firm
- 11 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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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 (34)
- Justin W. McNicholsChief Investment Officer/portfolio Manager/principal, Osborne Partners
- Charles J. ElsePrincipal, Osborne Partners
- Sonia J Von BergChief Operating Officer/principal, Osborne Partners
- Jay M. SkaalenAnalyst/principal, Osborne Partners
- Daniel M. HautWealth Counselor/principal, Osborne Partners
29 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 34 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.