Jeremy Richard Girard
Investment adviser representative at Osaic Wealth, Inc.
14 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
14 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsAug 2018 to Jun 2024
- Securities America, Inc.Aug 2018 to Jun 2024
- UnemployedFeb 2018 to Aug 2018
- Sii InvestmentsMar 2017 to Feb 2018
- Debra BlevonsAug 2012 to Mar 2017
- Northwestern Mutual Investment Services, LLCAug 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4635862
- Firm CRD
- 23131