Jake Joseph Generazzo
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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 Institutions, Inc.Oct 2024 to now
- Bank FiveOct 2024 to now
- Dicks Sporting GoodsSep 2021 to Oct 2024
- UnemployedJun 2021 to Sep 2021
- Juniors Gas & ConvenienceFeb 2021 to Jun 2021
- UnemployedMar 2020 to Feb 2021
- Lakeville Country ClubSep 2019 to Mar 2020
- UnemployedMay 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 8002719
- Firm CRD
- 35371