Adviser and broker representative · Osaic Wealth, Inc.
Seok Jo
CRD 3061892 · Beverly Hills, CA
At a glance
Seok Jo is an investment adviser representative with Osaic Wealth, Inc. in Beverly Hills, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Seok’s SEC record dates to 2004, about 22 years ago. Seok is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Osaic Wealth, Inc.Since May 2015Beverly Hills, CA · $235B in regulatory assets
- Sts Wealth Management, Inc.Since August 2012La Crescenta, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 7 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Seok’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
- 3 firmsLocked
- 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
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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.