Jeffrey Edward Belokin
Investment adviser representative at Osaic Wealth, Inc.
18 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
18 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Team Lizzie BellNov 2011 to now
- BniMay 2011 to now
- Woodbury Financial Services, Inc.Mar 2019 to Jan 2024
- Questar Asset ManagementAug 2017 to Mar 2019
- Questar Capital CorporationAug 2017 to Mar 2019
- Various Insurance Carriers for W&r Insurance AgenciesMar 2009 to Aug 2017
- Waddell & Reed, IncOct 2008 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5610868
- Firm CRD
- 23131