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Jeffrey Edward Belokin

Osaic Wealth, Inc.

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About Jeffrey Edward Belokin

Jeffrey Belokin is a financial advisor with over 15 years of experience in the financial services industry. Jeffrey is registered with Osaic Wealth, Inc. in Arizona and Texas. Jeffrey has also worked with Woodbury Financial Services, Inc., Questar Capital Corporation, and Waddell & Reed, Inc. Jeffrey has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Jeffrey is dedicated to helping clients achieve their financial goals.

Firm Information

Jeffrey Belokin 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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Jeffrey Belokin’s Registration & Firm History

AZ

05/15/2024 - Present

Osaic Wealth, Inc. (TUCSON AZ)

AZ

03/01/2019 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (TUCSON AZ)

AZ

08/16/2017 - 03/01/2019

QUESTAR CAPITAL CORPORATION (TUCSON AZ)

AZ

12/02/2008 - 08/23/2017

WADDELL & REED (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 07/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Edward Belokin.
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