James William lucas Karnes
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Mar 2026 to now
- Advice OnlyMar 2025 to Mar 2026
- Pae Government Services Inc. (amentum)Oct 2024 to Feb 2025
- RetiredMar 2024 to Oct 2024
- Pacific Standard EnvironmentalJun 2022 to Mar 2024
- RetiredJan 2022 to Jun 2022
- Meta Strategic MobilityJun 2021 to Jan 2022
- United States Air Force ReserveJun 2013 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
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
- 8067696
- Firm CRD
- 23131