Jake Simkins
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.
- Osaic Wealth, Inc.Apr 2025 to now
- OsaicApr 2025 to now
- Charles Schwab & Co., IncFeb 2023 to Mar 2025
- Summit Financial AdvisorsAug 2021 to Feb 2023
- Yazoo Bbq CoJun 2021 to Jul 2022
- Cellar Door InvestmentsApr 2021 to Jul 2022
- Iron Woman Construction and Environmental ServicesMar 2019 to Jul 2021
- UnemployedDec 2018 to Mar 2019
- Cccs Inc.Aug 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 6653229
- Firm CRD
- 23131