Jordan Osborn, Financial Advisor located in St Charles, MO

Financial Advisor
Jordan D Osborn

CFP®
1040 S 5th Street, St Charles, MO 63301opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • LGBTQ+ Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Soccer
  • Volunteering
  • Traveling
  • Hiking

Team Members

  • Xavien Jackson
    Associate Financial Advisor
  • Barb Koehler
    Sr. Branch Office Administrator
  • Lisa Soto
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(636) 926-2200

Fax

(888) 623-0805

Office Address

1040 S 5th Street
St Charles, MO 63301opens in a new window

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