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Jonathan Dewey

Osaic Institutions, Inc.

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About Jonathan Dewey

Jonathan Dewey is a financial advisor with Osaic Institutions, Inc. in Grand Rapids, MI. Jonathan has been working in the financial industry since 2004 and has held prior roles at THE HUNTINGTON INVESTMENT COMPANY, CETERA INVESTMENT SERVICES LLC, INFINEX INVESTMENTS, INC., FIFTH THIRD SECURITIES, INC., BANC ONE SECURITIES CORPORATION, MML INVESTORS SERVICES, INC., and THE HUNTINGTON INVESTMENT COMPANY. Jonathan specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Jonathan Dewey is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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 individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

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 Dewey’s Registration & Firm History

MI

01/09/2023 - Present

Osaic Institutions, Inc. (Grand Rapids MI)

MI

10/14/2021 - 11/23/2022

THE HUNTINGTON INVESTMENT COMPANY (Holland MI)

MI

03/01/2016 - 10/13/2021

CETERA INVESTMENT SERVICES LLC (Grand Rapids MI)

MI

05/16/2011 - 12/31/2015

INFINEX INVESTMENTS, INC. (GRAND RAPIDS MI)

MI

01/06/2011 - 04/28/2011

FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)

MI

02/23/2005 - 03/23/2009

FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)

IL

06/19/2003 - 02/16/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MA

07/25/2002 - 07/02/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

OH

10/20/1998 - 03/26/1999

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BC

Issued 08/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2004

Series 7 - General Securities Representative Examination

BC

Issued 07/24/2002

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 Dewey.
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