Jonathan R. Osborne, QKA®

Jonathan R. Osborne, QKA®

Jonathan Osborne serves as a Daily 401(k) Operations Senior Manager for Waverly Advisors, with more than nine years of experience working in the retirement plan industry.

His primary responsibilities include working to ensure retirement plan compliance and consulting on plan design.


  • Bachelor of Science in Commerce & Business Administration
    University of Alabama, Tuscaloosa, AL
  • Master of Business Administration
    University of Alabama at Birmingham, Birmingham, AL

Professional Affiliations

  • Member of ASPPA

Community Involvement

  • Shades Mountain Baptist Church, Deacon

Ask Me About

  • Recently enacted legislation impacting corporate retirement plans
  • The importance of offering a solid retirement plan for your business
  • How I met my wife when we were eight years old
  • What it’s like to be raising triplets
  • When Tim Tebow sang “Sweet Home Alabama” in my dorm room in Tuscaloosa