James Osborn has been Member, Partner of Plum Street Advisors since May 2016, is a control person of the firm and directly owns between 50% and 75% of it.
Plum Street Advisors, LLC is a firm with $463M under management, 183 clients and 5 advisers across 5 offices, as of its June 2026 filing.
Jamie Osborn is Founding Partner of Plum Street Advisors. Osborn founded the firm in 2016 with David Dirks and has focused on guiding clients through the full spectrum of financial decisions, from building portfolios and customized retirement plans to addressing tax, estate and charitable giving strategies.
James Osborn’s longest registration is the current one, 10 years at Plum Street Advisors since 2016. Before joining Plum Street Advisors in 2016, James Osborn was registered through Bingham, Osborn & Scarborough LLC.
- Plum Street Advisors, LLCCurrent– present · 10 yearsNew Orleans, LA · Adviser representative · Firm CRD 283917
- Bingham, Osborn & Scarborough LLC– · 4 yearsSan Francisco, CA · Adviser representative · Firm CRD 110496
Professional designations
Listed by Plum Street Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
James Osborn is registered as an investment adviser representative in 6 states. The first approvals date from July 2016; the most recent is New York, in June 2021.
- CaliforniaSince 14 July 2016
- FloridaSince 19 July 2017
- LouisianaSince 13 July 2016
- MassachusettsSince 21 March 2017
- New YorkSince 6 June 2021
- WashingtonSince 11 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Stuart Annett Osborn
- CRD
- 5757661
- Firm
- Plum Street Advisors · CRD 283917
- Role
- Member, Partner
- Office
- New Orleans, LA
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- plumstreetadvisors.com
Where does James Osborn work?
James Osborn has been Member, Partner of Plum Street Advisors, LLC since May 2016, and is a control person of the firm.
Is James Osborn a financial advisor?
Yes. James Osborn has a current investment-adviser registration in California, Florida, Louisiana, Massachusetts, New York and Washington, through Plum Street Advisors since July 2016.
How many years of experience does James Osborn have?
James Osborn has 14 years in the financial industry, since June 2012, across 2 adviser firms.
What exams has James Osborn passed?
James Osborn passed the Series 65 in July 2010.
Where did James Osborn work before Plum Street Advisors?
Before Plum Street Advisors, James Osborn was registered through Bingham, Osborn & Scarborough LLC, August 2010 to August 2014.
Where is James Osborn based?
James Osborn’s registered office is in New Orleans, LA.
Is James Osborn registered with FINRA?
No. James Osborn has no current broker registration.
Is James Osborn a CFP?
Plum Street Advisors lists James Osborn with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jamie Osborn, CFP® biography, plumstreetadvisors.com
How can I verify James Osborn’s record?
Search CRD 5757661 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Osborn’s full registration record.
