Jonathan Avis
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.May 2026 to now
- J.P. Morgan Securities LLCAug 2023 to now
- JPMorgan Chase Bank, N.A.Aug 2023 to now
- PklSep 2022 to now
- Symmetry Financial GroupNov 2022 to Jul 2023
- Geico InsuranceJun 2022 to Sep 2022
- Mashpee Neck MarinaJun 2021 to Aug 2022
- Steven Snow LLCMay 2021 to Aug 2022
- Talking Cursive Brewing Company LLCOct 2020 to Nov 2021
- UnemployedOct 2019 to Sep 2020
- New Seabury IncMay 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7801718
- Firm CRD
- 23131