Jake Anton Balistreri
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered 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.Sep 2023 to now
- Sagepoint Financial Inc.Jan 2023 to Sep 2023
- Steve KochFeb 2022 to Jan 2023
- Mcadam LLCMay 2021 to Jan 2022
- Savaglia Financial AdvisorsJun 2020 to Sep 2020
- Delafield Public WorksMay 2018 to Sep 2019
- University of Wisconsin-whitewaterSep 2017 to May 2021
- WalmartJun 2017 to Aug 2017
- Berkshire On SunsetApr 2014 to Jun 2021
- Kettle Moraine High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7460323
- Firm CRD
- 23131