Jason Lee Kramar
Investment adviser representative at Osaic Wealth, Inc.
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Osaic Wealth, Inc.Dec 2023 to now
- Dock Financial SolutionsSep 2022 to now
- J Johnson & AssociatesSep 2022 to now
- Di Broker EastOct 2020 to now
- National Guardian LifeOct 2020 to now
- Midwestern MarketingOct 2019 to now
- Revocable Living TrustNov 2004 to now
- Cetera Investment Advisers LLCJun 2023 to Dec 2023
- Cetera Advisor Networks LLCSep 2021 to Dec 2023
- Statehouse InvestmentsAug 2021 to Apr 2023
- Pruco Securities, LLCJun 2019 to Sep 2021
- The Prudential Insurance Company of AmericaJun 2019 to Sep 2021
- Thrivent FinancialJun 2015 to Jun 2019
- Thrivent Investment Management IncJan 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6431221
- Firm CRD
- 23131