Jordan Phillip Lamantia
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Millenia Investments, LLCApr 2023 to now
- Securities America AdvisorsSep 2023 to Jun 2024
- Securities America, Inc.Jun 2023 to Jun 2024
- Enterprise Fleet ManagementMay 2021 to Mar 2023
- Home DepotOct 2020 to May 2021
- Oakley VaultJun 2020 to Sep 2020
- StudentApr 2020 to May 2020
- ChipotleOct 2019 to Mar 2020
- Oakley VaultJun 2019 to Aug 2019
- StudentJun 2018 to Jun 2019
- Jordan's Lawn CareMar 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7717383
- Firm CRD
- 23131