Aaron Zachary Jewett
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 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
10 years in the industry.
- Osaic Wealth, Inc.Jun 2025 to now
- Aaron Jewett Financial ServicesSep 2020 to now
- Assetmark Brokerage, LLCSep 2021 to May 2025
- Assetmark Financial Holdings, Inc.Sep 2021 to May 2025
- UnemployedMar 2019 to Sep 2020
- Budco IncMay 2017 to Mar 2019
- Southwest InsealatorsJul 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
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
- 7451804
- Firm CRD
- 23131