ChooseAFinancialAdvisor.com
Advisors / California / Vacaville
43yrs

Kathryn Elaine Jabour

Financial advisor at Osaic Wealth

Vacaville, CACFP®Top advisor by experience in Vacaville
Call the officeDirections

At a glance

Experience43 years (since 1984)
How that compares ?Top advisor by experience in Vacaville
OfficeVacaville, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. 2024 – now
    Osaic Wealth, Inc.Current firm
  2. 2007 – 2024
    Securities America Advisors, Inc.Previously
  3. 2003 – 2006
    1st Global Advisors Inc.Previously
  4. 1997 – 2003
    Financial West GroupPreviously

Questions to ask Kathryn

Tailored to Kathryn’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Kathryn

How do I contact Kathryn?

Call Osaic Wealth at 800-821-5100 and ask for Kathryn Elaine Jabour. Kathryn works from the Vacaville, CA office.

How long has Kathryn been a financial advisor?

Kathryn has been in the industry since 1984, about 43 years. Top advisor by experience in Vacaville.

What licenses does Kathryn hold?

Series 63. Tap any license on this page to see what it allows.

Is Kathryn a fiduciary?

Kathryn is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Kathryn paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kathryn for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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