This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

OSBORNE PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Dec 4, 2019

First registration

Nov 5, 2019

Dual registered

no

Other names

MELISSA JONES

IAPD individual key

7168899

• Occurred

  Mar 22, 2024
  Advisor changed firm

  Melissa Kathryn Jones left Jordan Park Group Llc for Osborne Partners (registered 2026-03-23)

  Form ADVobserved 6 days ago
• Occurred

  Jun 6, 2022
  Advisor changed firm

  Melissa Kathryn Jones left Rbc Rochdale, Llc for Jordan Park Group Llc (registered 2024-01-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:51d6de09-dba1-2eef-5689-6bc5fd926d49

First observed

Nov 5, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.