Steven Jumper
Investment adviser representative at Osaic Wealth, Inc.
12 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
12 years in the industry.
- Osaic Wealth, Inc.Dec 2024 to now
- OsaicDec 2024 to now
- Citizens Securities Inc.,Aug 2023 to Dec 2024
- Ameriprise Financial ServicesJul 2022 to Aug 2023
- Avantax Advisory ServicesSep 2019 to Jul 2022
- Avantax Insurance Agency, LLCSep 2019 to Jul 2022
- Avantax Investment ServicesSep 2019 to Jul 2022
- Mrk Financial Solutions IncSep 2019 to Jul 2022
- Te ConnectivityApr 2019 to Sep 2019
- Ameriprise Financial Services, Inc.Jun 2018 to Apr 2019
- Penica Place and AssociatesJul 2016 to Mar 2019
- Susquehanna UniversityAug 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6662101
- Firm CRD
- 23131