Jason C. Bezou
Investment adviser representative at Osaic Wealth, Inc.
34 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
Are you Jason C. Bezou? Claim your profile
Contact this firm
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
34 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Pilot MusicMay 1992 to now
- Woodbury Financial Services, Inc.Jul 2018 to Jan 2024
- Capital One Sharebuilder, Inc.Jan 2015 to Jul 2018
- Sharebuilder 401kJan 2015 to Jul 2018
- Capital One Investment Services CorporationMay 2008 to Jul 2018
- Capital One Investments, LLCJan 2005 to Jul 2018
- Capital One, N.A.Jan 2005 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (LA, MN, NJ, 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
- 4642397
- Firm CRD
- 23131