Joel E Marius
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- Gte Federal Credit UnionSep 2023 to now
- Cetera Investment Advisers LLCSep 2023 to Feb 2025
- Cetera Investment Services LLCSep 2023 to Feb 2025
- LPL Financial, LLCOct 2019 to Sep 2023
- Lincoln Financial SecuritiesJan 2019 to Sep 2019
- Ameriprise Financial Services IncJan 2018 to Dec 2018
- Bbva Compass Insurance Agency IncSep 2017 to Jan 2018
- Bbva Securites IncSep 2017 to Jan 2018
- Bbva Wealth Solutions Inc.Sep 2017 to Jan 2018
- Compass BankSep 2017 to Jan 2018
- Pfs Investments Inc.Mar 2017 to Sep 2017
- Capital OneSep 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4824505
- Firm CRD
- 23131