Jennifer Quynh phuong Dewater
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Jennifer Quynh phuong Dewater? Claim your profile
Contact this firm
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.Jan 2024 to now
- Woodbury Financial Services IncMay 2022 to Jan 2024
- Securities America AdvisorsMar 2022 to May 2022
- Securities America, Inc.Mar 2022 to May 2022
- UnemployedJun 2021 to Mar 2022
- LPL FinancialSep 2020 to May 2021
- Kms Financial Services, Inc.Jul 2020 to Aug 2020
- UnemployedFeb 2020 to Jun 2020
- Office of Vivienne StricklerAug 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6695731
- Firm CRD
- 23131