Jarrett Allen Jones
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
4 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
16 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Moff and AssociatesApr 2019 to now
- Robert Morris UniversityAug 2017 to now
- Woodbury Financial Services IncJun 2020 to Jan 2024
- Frito LayJun 2017 to Jun 2020
- KmartJul 2015 to Jun 2017
- Williamsport School DistrictJun 2010 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, PA, TX).
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
- 7266208
- Firm CRD
- 23131