Jessica Elizabeth Stroh
Investment adviser representative at Osaic Wealth, Inc.
11 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
11 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Vilardi Wealth ManagementAug 2025 to now
- Gateway HospiceMay 2022 to now
- Capital Planning GroupMay 2024 to Jul 2025
- Monroeville Marlins Swim AssoicationOct 2020 to Jun 2025
- Slippery Rock University of PennsylvaniaAug 2020 to Dec 2023
- UnemployedApr 2020 to Jul 2020
- Philly Pretzel FactoryMar 2018 to Mar 2020
- UnemployedAug 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8146987
- Firm CRD
- 23131