Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Braley is a financial advisor with over 17 years of experience in the industry. Jason is currently registered with Osaic Wealth, Inc. and holds the Series 7 and 63 securities licenses, as well as the SIE exam. Jason also holds the Certified Financial Planner designation. Jason has previously been registered with Securities America, Inc. and Foothill Securities, Inc. Jason is licensed to provide advisory services in 22 states and is a registered representative of Osaic Wealth, Inc. Jason specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations and other businesses. Jason's firm, Osaic Wealth, Inc., is a large firm that provides a variety of financial services to individuals and institutions. Osaic Wealth, Inc. has over 437,000 client accounts with approximately $94.6 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (CAPITOLA CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (CAPITOLA CA)
CA
07/12/2006 - 12/08/2016
FOOTHILL SECURITIES, INC. (SANTA CRUZ CA)
BC
Issued 08/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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