Jack Puder
Investment adviser representative at Osaic Wealth, Inc.
10 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
10 years in the industry.
- Osaic Wealth, Inc.Aug 2025 to now
- Northwest Graphic Supply CoMay 2024 to now
- Equitable Advisors, LLCMay 2025 to Jul 2025
- Five Star Financial ResourcesJun 2023 to Aug 2023
- Mailing SolutionsMay 2022 to Aug 2022
- Arrowhead Engineered ProductsMay 2021 to Aug 2021
- University of Mn DuluthAug 2020 to May 2024
- UnemployedJun 2020 to Jul 2020
- Arcis GolfOct 2018 to Oct 2019
- Blaine High SchoolMar 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7766637
- Firm CRD
- 23131