Jason Kelly
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.May 2025 to now
- OsaicMay 2025 to now
- Renaissance Financial CorporationJun 2023 to now
- Cetera Investment Advisers LLCJul 2024 to May 2025
- Cetera Advisor Networks LLCNov 2023 to May 2025
- Full Time EducationSep 2022 to May 2023
- Penny Murray & AssociatesNov 2020 to May 2021
- Three DoorsJul 2019 to Aug 2022
- Full-time EducationAug 2017 to Oct 2020
- Hardees Ice PlexJul 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7308997
- Firm CRD
- 23131