Jason David Walls
Investment adviser representative at Osaic Wealth, Inc.
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Osaic FaJun 2024 to now
- First United Bank and TrustSep 2017 to now
- Gizzywalls LLCJan 2008 to now
- Colhan River LLCJan 2007 to now
- Lady Luck LLCJan 2007 to now
- Backwater Properties LLCJan 2006 to now
- Cetera Investment Advisers LLCSep 2017 to Jul 2022
- Cetera Investment Services LLCSep 2017 to Jul 2022
- The Huntington Investment CompanyJan 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (WV).
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
- 4403396
- Firm CRD
- 23131