Jacob James Sadwick
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America Advisors, Inc.Jul 2019 to Jun 2024
- Securities America, Inc.Jul 2019 to Jun 2024
- Morgan Stanley Private Bank, N.A.Nov 2018 to Jul 2019
- Morgan StanleyAug 2018 to Jul 2019
- University of RochesterAug 2017 to Aug 2018
- Manning and NapierJun 2017 to Aug 2017
- University of RochesterSep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (LA, NY).
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
- 6594961
- Firm CRD
- 23131