Jeremy Robert Fortin
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
$15.5BFirm assets
12 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
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCNov 2023 to now
- Triad Hybrid SolutionsNov 2023 to now
- Triad AdvisorsNov 2023 to Aug 2024
- Parkland Securities, LLCFeb 2017 to Nov 2023
- SpcFeb 2017 to Nov 2023
- Gcg FinancialMar 2013 to Feb 2017
- Minnesota Life Ins CoMar 2013 to Feb 2017
- Securian Financial Services, IncMar 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6170131
- Firm CRD
- 171070