Iorwuese Ifan
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
2 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
16 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsDec 2020 to Jun 2024
- Securities America, Inc.Dec 2020 to Jun 2024
- Allied Wealth PartnersOct 2018 to Nov 2020
- Minnesota Life Insurance CoOct 2018 to Nov 2020
- Securian Financial Services IncOct 2018 to Oct 2020
- Nylife Securities LLCJul 2017 to Oct 2018
- New York Life Insurance CoMay 2017 to Oct 2018
- J.P. Morgan Securities LLCJul 2015 to Jun 2017
- JPMorgan Chase Bank NANov 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (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
- 4677096
- Firm CRD
- 23131