Jonathan Behuniak
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Jonathan Behuniak? Claim your profile
Contact this firm
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
12 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- LPL FinancialOct 2024 to Feb 2025
- Northwest BankSep 2024 to Feb 2025
- Osaic Wealth, Inc.Apr 2024 to Sep 2024
- Mollot & HardyFeb 2023 to Sep 2024
- Enterprise Rent-a-carSep 2019 to Feb 2023
- The Original Pancake HouseFeb 2019 to Sep 2019
- Spot CoffeeOct 2018 to Feb 2019
- Solstice Senior Living At East AmherstApr 2017 to Sep 2018
- Metro NewspaperApr 2015 to Apr 2017
- Williamsville East High School StudentSep 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7725014
- Firm CRD
- 23131