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Jacob Albert Charlwood

Osaic Wealth, Inc.

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About Jacob Albert Charlwood

Jacob Charlwood is a financial advisor at Osaic Wealth, Inc. Jacob has been in the industry since 2016, and has experience with a wide range of clients, including individuals, businesses, and charitable organizations. Jacob holds Series 66, Series 7, and SIE licenses, as well as a Series 63 license for Texas. Jacob is also registered as an Investment Advisor Representative in Virginia and Texas. In addition to providing financial advice, Jacob also offers a variety of other services, including financial planning, pension consulting, and educational seminars.

Firm Information

Jacob Charlwood is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Charlwood’s Registration & Firm History

VA

11/02/2018 - Present

Osaic Wealth, Inc. (RICHMOND VA)

VA

01/15/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (HENRICO VA)

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Licenses & Designations

BOTH

Issued 12/07/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jacob Albert Charlwood. Review regulatory record here.
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