Jeffrey Marko
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
Are you Jeffrey Marko? 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
10 years in the industry.
- Osaic Wealth, Inc.Jan 2026 to now
- Ameriprise Financial Services, LLC.Jan 2021 to Jan 2026
- Royal AllianceAug 2019 to Jan 2021
- Securities America AdvisorsAug 2018 to Aug 2019
- Securities America, Inc.Aug 2018 to Aug 2019
- The O.N. Equity Sales CompanyAug 2016 to Aug 2018
- Betcher FinancialJul 2016 to Aug 2019
- Ohio National Financial ServicesJul 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
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
- 5994927
- Firm CRD
- 23131