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Jacob Benjamin Fiore

Osaic Wealth, Inc.

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About Jacob Benjamin Fiore

Jacob Benjamin Fiore is an investment advisor representative at Osaic Wealth, Inc. Jacob has been in the financial services industry since August 2020, working at WELLS FARGO CLEARING SERVICES, LLC in Charlotte, North Carolina, prior to joining Osaic Wealth, Inc. Jacob holds the Series 63 and Series 65 licenses, as well as the Series 7 and SIE exams. Jacob is also registered as an investment advisor representative in North Carolina. Jacob has a strong background in financial planning and portfolio management, and has worked with a variety of clients, including high-net-worth individuals, corporations, and retirement plans.

Firm Information

Jacob Fiore 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 Fiore’s Registration & Firm History

NC

01/24/2025 - Present

Osaic Wealth, Inc. (MORRISVILLE NC)

NC

08/21/2020 - 07/30/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 05/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Benjamin Fiore.
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