Jimmy James Kuka
Investment adviser representative at Osaic Wealth, Inc.
18 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
18 years in the industry.
- Osaic Wealth, Inc.Dec 2025 to now
- Rbt WealthDec 2024 to now
- Altium WealthMay 2024 to Aug 2024
- The Shark GroupJun 2023 to Dec 2023
- Yankee Clipper DinerApr 2021 to Aug 2021
- Splashdown BeachMay 2019 to Aug 2019
- Kuka Heating and CoolingMay 2018 to Dec 2022
- Full Time StudentSep 2008 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8026427
- Firm CRD
- 23131