Jonathan
Osowski

Pfs Investments Inc

CRD#6685501
Investment Advisor
in Englewood, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jonathan Osowski is a financial advisor based in Englewood, Colorado, working with Pfs Investments Inc. Jonathan has previously held positions at Complete Fire Protection, Finish Line, Primerica Financial Services, Pfs Investments Inc, and Avis Budget Group. Jonathan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Jonathan is part of Pfs Investments Inc, which operates out of Englewood, Colorado. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6565 S Dayton St Ste 1650A
Englewood, CO 80111

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

CO Average: $3,570,121,308
Total Number of Employees

3,590

CO Average: 58
Total Number of Accounts

59,808

CO Average: 1,608
Average Account Size

$141,486

CO Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jonathan Osowski Work History

2017 - Present (8 years)

Avis Budget Group

2016 - Present (9 years)

Pfs Investments Inc

2015 - Present (10 years)

Complete Fire Protection

2015 - Present (10 years)

Primerica Financial Services

2011 - 2015 (4 years)

Finish Line

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jonathan Osowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Primerica Advisors

Chinda Manalo
Fort Myers, FL
Bryan Levy
Alpharetta, GA
Micah Wood
Meridian, ID
Michael Giordano
Hialeah, FL
Janelle Pruett
Belfair, WA
Jeremy Clark
Springfield, MO
Alden Small
Horn Lake, MS
Josue Comulada Otero
Guaynabo, PR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started