Jonathan Asher Eisner
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$234.9BFirm assets
Are you Jonathan Asher Eisner? 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
13 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Sep 2023
- Northwestern Mutual Investment Services, LLCNov 2013 to Sep 2023
- Northwestern Mutual Life Insurance CompanyJan 2013 to Sep 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, VA).
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
- 6146916
- Firm CRD
- 23131