Jason William Persinger
Investment adviser representative at Osaic Institutions, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$6.5BFirm assets
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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
14 years in the industry.
- Osaic Institutions, Inc.Jun 2023 to now
- Infinex Investments, Inc.Jun 2023 to now
- After School Athletics CorpJan 2022 to Apr 2025
- Cuna Brokerage Services, Inc.Nov 2012 to Feb 2022
- Schools First Federal Credit UnionNov 2012 to Feb 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, ID).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 4456227
- Firm CRD
- 35371