Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Jacksonville, FL
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Jacksonville, A to Z.
12 registered advisors work at Osaic Wealth, Inc. in Jacksonville, out of 7,289 at the firm nationwide; it ranks number 25 in the city by advisors. 2 list the CFP designation and 12 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Jacksonville, A to Z
Every Osaic Wealth, Inc. advisor →- Brandon K. CowartAlso a broker rep
- Filipe A. De Barros GusmaoAlso a broker rep
- Alfred C. DellaportaAlso a broker rep
- Phillip R. HortonAlso a broker rep
- Kevin L. KoskiAlso a broker rep
- Connor A. MarshAlso a broker rep
- Ryan C. MarshCertified Financial Planner · Also a broker rep
- Kirk D. OlsonAlso a broker rep
- David James T. Ong-Guan PunAlso a broker rep
- Alan W. PainterAlso a broker rep
- Ronald J. Taylor Jr.Also a broker rep
- Andrew J. WhitakerCertified Financial Planner · Also a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Jacksonville
All Jacksonville advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 719Strategic Advisers LLC 628Citigroup Global Markets Inc. 68Florida Financial Advisors, LLC 64J.P. Morgan Securities LLC 57LPL Financial LLC 54Wells Fargo Clearing Services, LLC 53Morgan Stanley 42Raymond James & Associates, Inc. 42Ameriprise Financial Services, LLC 32Equitable Advisors, LLC 27Charles Schwab & Co., Inc. 25
Questions
How many financial advisors does Osaic Wealth, Inc. have in Jacksonville?
12 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 2 list the CFP designation and 12 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Jacksonville?
Osaic Wealth, Inc. ranks number 25 in Jacksonville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 719.
How do I check a Osaic Wealth, Inc. advisor in Jacksonville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.