Jonathan S Muina
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.
- Osaic Wealth, Inc.Aug 2026 to now
- Brady FinancialAug 2026 to now
- Tapfin/eyJun 2025 to Aug 2026
- Banco Popular North AmericaJul 2024 to May 2025
- Whelan Event Staffing Services IncFeb 2023 to Jul 2024
- Federal Express CorporationAug 2022 to Feb 2023
- Florida International UniversityJun 2020 to May 2024
- Miami Coral Park Senior HighAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8110738
- Firm CRD
- 23131