Adviser and broker representative · Osaic Wealth, Inc.
Jordan H. Murray
CRD 5830451 · San Ramon, CA
At a glance
Jordan H. Murray is an investment adviser representative with Osaic Wealth, Inc. in San Ramon, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jordan’s SEC record dates to 2010, about 16 years ago. Jordan is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Wealth, Inc.Since January 2025San Ramon, CA · $235B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jordan’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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- Thomas P. ChristensenSan Ramon · Certified Financial Planner
- Michael G. DevereSan Ramon
- Duncan EngSan Ramon
- John R. FindleySan Ramon
- Justin R. FindleySan Ramon
- Martin D. FongSan Ramon
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