Brett Jackson
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm 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
11 years in the industry.
- Osaic Wealth, Inc.May 2025 to now
- PNC Investments LLCNov 2022 to Apr 2025
- LPL Financial LLCApr 2021 to Nov 2022
- Parkland SecuritiesAug 2017 to Apr 2021
- Sigma Financial CorporationAug 2017 to Apr 2021
- SpcAug 2017 to Apr 2021
- Rehmann Financial Network, LLCJan 2017 to Aug 2017
- Rehmann FinancialJul 2015 to Aug 2017
- Royal AllianceJul 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5475439
- Firm CRD
- 23131