Melissa Jones
Osborne Partners · San Francisco, California
Melissa Jones is a fee-only financial advisor at Osborne Partners in San Francisco, California, who holds the CFA credential. Osborne Partners reports charging a percentage of assets and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Pre-retirees
Facts
| Firm | Osborne Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.65B across 2,125 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 7168899 |
| Exams passed | Series 63 (2019) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.osbornepartners.com |
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Questions about Melissa
Is Melissa Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Melissa holds no broker registration, and Osborne Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Melissa charge for financial advice?
Melissa's firm, Osborne Partners, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Melissa Jones based?
Melissa Jones is based in San Francisco, California.
What credentials does Melissa Jones hold?
Melissa Jones holds the CFA credential.
Is Melissa Jones registered with the SEC?
Yes. Melissa Jones is registered as an investment adviser representative in CA (CRD 7168899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Osborne Partners manage?
Osborne Partners reports $2.65B across 2,125 accounts in assets under management.
How do I contact Melissa Jones?
Through Melissa's website, www.osbornepartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Osborne Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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