Jeremy Ethan Kuptsow
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered 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.Feb 2025 to now
- Atrium Financial AssociatesFeb 2025 to now
- The Vanguard Group, IncJun 2021 to Feb 2025
- University of DelawareSep 2020 to May 2021
- Diamond State Financial GroupJun 2020 to Oct 2020
- University of DelawareSep 2019 to May 2020
- EntercomJun 2019 to Aug 2019
- University of DelawareSep 2018 to May 2019
- Camp SaginawJun 2018 to Aug 2018
- University of DelawareSep 2017 to May 2018
- Bocchese Medical AssociatesJun 2017 to Aug 2017
- Eastern Regional High SchoolSep 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7269521
- Firm CRD
- 23131