Jonathan R. Osborne, QKA®

Jonathan R. Osborne, QKA®

Jonathan Osborne serves as Partner and Retirement Plan Advisor for Waverly Advisors and has worked in the retirement plan industry since 2010.  He provides plan design consultation, investment solutions and employee education for retirement plan clients.  Jonathan resides in Birmingham with his wife and three children.


  • 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

  • Vice-Chairman of Deacons, Shades Mountain Baptist Church
  • Adult Group Teacher, Shades Mountain Baptist Church

Ask Me About

  • Recently enacted legislation impacting corporate retirement plans
  • Retirement Plan design
  • 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