Connor Osborn
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Retirement income strategy
Income planning
Wealth management
Work history
Edward Jones
2023 - Present (3 years)
Institutional Shareholder Services
2023 - 2023 (1 year)
White Operating Company
2018 - 2023 (5 years)
Institutional Shareholder Services
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Zurich Oklahoma City
2017 - 2017 (1 year)
Oklahoma Wesleyan University
2014 - 2017 (3 years)
Oklahoma Baptist Homes for Children
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Amy H
CFP®, CFA®
Norman, OK
Radix Financial, LLC
Dr. Amy Hubble is the founding principal at Radix Financial, an independent female-led Registered Investment Adviser (RIA) firm and Oklahoma LLC. Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research. Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations along with a PhD in Financial Planning and Consumer Economics from the University of Georgia and an MBA from the University of Oklahoma. Boomer Sooner!
Coleton S
Series 66
Norman, OK
Edward Jones
Angela V
CFP®, Series 66
Oklahoma City, OK
Edward Jones
Krystal M
Series 66
Norman, OK
Edward Jones
Jason R
CFP®, Series 66
Norman, OK
Edward Jones
Jonathan H
Series 66
Mustang, OK
Edward Jones
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