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Jake Anton Balistreri

Osaic Wealth, Inc.

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About Jake Anton Balistreri

Jake Balistreri is an Investment Advisor Representative with Osaic Wealth, Inc., a firm that has 4617 Investment Adviser Representatives. Jake is a Registered Representative with FINRA and is licensed to provide investment advice in WI and several other states. Jake has been in the securities industry for 2 years and has a Series 7TO, Series 63 and Series 65 license. Jake Balistreri specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jake is also associated with Steve Koch.

Firm Information

Jake Balistreri 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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Jake Balistreri’s Registration & Firm History

WI

09/01/2023 - Present

Osaic Wealth, Inc. (MILWAUKEE WI)

WI

02/27/2023 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 03/14/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Anton Balistreri.
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