Jennifer Marie Fulop
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Savage & Associates IncJul 2026 to now
- Osaic Wealth, Inc.Jul 2022 to now
- Jennifer Fulop- NotaryFeb 2022 to now
- Ymca of Greater ToledoAug 2016 to now
- Paparazzi AccessoriesNov 2018 to Nov 2021
- Ses FinancialFeb 2017 to Jul 2026
- Toledo Public SchoolsFeb 2016 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6586838
- Firm CRD
- 23131