Adviser and broker representative · Osaic Wealth, Inc.
Jeff R. Maas
CRD 4673196 · Sacramento, CA
At a glance
Jeff R. Maas is an investment adviser representative with Osaic Wealth, Inc. in Sacramento, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeff’s SEC record dates to 2004, about 21 years ago. Jeff is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Osaic Wealth, Inc.Since January 2025Sacramento, CA · $235B in regulatory assets
SEC adviser record
- Registered since
- 2004 (21 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeff’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
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- Julie A. BellesSacramento
- Parker BooneSacramento
- Francis M. CockrellSacramento · Certified Financial Planner
- Peter H. ColeSacramento · Chartered Financial Consultant
- Nancy W. FletcherSacramento
- Kristen HaydonSacramento
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