Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Oshea is a financial professional with over 10 years of experience in the financial services industry. Jack has a strong background in finance and accounting, having worked previously at Ernst and Young and Prudential Insurance Company of America. Currently, Jack is a Registered Representative and Investment Advisor Representative with Columbia Management Investment Advisers, LLC. Jack is licensed to provide investment advice and sell securities in Massachusetts, New Jersey, and New York. He specializes in providing asset liability management, credit analysis, and asset allocation services to individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
12/20/2022 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NY
11/11/2020 - 06/29/2021
PRUCO SECURITIES, LLC. (Forest Hills NY)
BOTH
Issued 12/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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