Jackson Mccausland
Investment adviser representative at Osaic Wealth, Inc.
15 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
15 years in the industry.
- Osaic Wealth, Inc.Mar 2026 to now
- OsaicJan 2026 to now
- Pacer Financial, Inc.Jan 2023 to Jan 2026
- Perella Weinberg Partners LPJun 2022 to Dec 2022
- The Vanguard Group, Inc.Aug 2021 to Apr 2022
- Mccausland incJun 2020 to Aug 2020
- Tahona Tequila BistroJun 2019 to Aug 2019
- Green Mountain CemeteryMay 2019 to May 2019
- Mccausland incMay 2018 to Aug 2018
- University of Colorado, BoulderAug 2017 to May 2021
- Malvern PrepAug 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7424812
- Firm CRD
- 23131