Jack Thomas Randall
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.
- OsaicOct 2024 to now
- Osaic Wealth, Inc.Aug 2024 to now
- UnemployedJun 2024 to Aug 2024
- University of OregonSep 2023 to Jun 2024
- Enterprise HoldingsJun 2023 to Sep 2023
- University of OregonSep 2022 to Jun 2023
- Chipotle Mexican GrillJun 2022 to Jan 2023
- University of OregonSep 2021 to Jun 2022
- Twin Rivers Golf CourseJun 2021 to Sep 2021
- University of OregonSep 2020 to Jun 2021
- Snoqualmie Falls Golf CourseJul 2020 to Nov 2020
- UnemployedMar 2020 to Jul 2020
- The Roadhouse Restaurant and InnAug 2019 to Mar 2020
- Issaquah Terrace ApartmentsDec 2018 to Sep 2019
- UnemployedAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7965729
- Firm CRD
- 23131