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Jonathan Caplan Weiss

Osaic Wealth, Inc.

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About Jonathan Caplan Weiss

Jonathan Weiss is a financial advisor with over 30 years of experience in the industry. Jonathan is registered with Osaic Wealth, Inc. and currently holds Series 6, SIE, and Series 63 licenses. Jonathan works with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Jonathan specializes in financial planning, portfolio management, and insurance.

Firm Information

Jonathan Weiss 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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Jonathan Weiss’s Registration & Firm History

PA

01/19/2024 - Present

Osaic Wealth, Inc. (MONROEVILLE PA)

PA

03/01/2019 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (MONROEVILLE PA)

PA

04/18/2016 - 03/01/2019

QUESTAR CAPITAL CORPORATION (MONROEVILLE PA)

PA

12/10/1993 - 04/28/2016

AMERITAS INVESTMENT CORP. (MONROEVILLE PA)

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Licenses & Designations

BC

Issued 01/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Caplan Weiss.
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