James Paul Benson
Investment adviser representative at Osaic Wealth, Inc.
17 yearsExperience
4 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Osaic Wealth, Inc.Feb 2024 to now
- Cetera Investment Advisers LLCJun 2023 to Feb 2024
- Advisornet Wealth PartnersJul 2016 to Feb 2024
- Cetera Advisor Networks LLCMar 2016 to Feb 2024
- Cornerstone Investment Advisors LLCMay 2009 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 4 states (FL, MN, ND, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2147405
- Firm CRD
- 23131