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Jordan Vincent Cassiani

Osaic Wealth, Inc.

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About Jordan Vincent Cassiani

Jordan Vincent Cassiani is an active Registered Representative and Investment Advisor Representative. Jordan is currently registered with Osaic Wealth, Inc. Jordan has been working in the securities industry since September 2022. Prior to joining Osaic Wealth, Inc., Jordan worked for Woodbury Financial Services, Inc. Jordan has Series 7TO, SIE, and Series 66 licenses. Jordan has worked in the financial services industry for over 5 years. Jordan specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Jordan Cassiani 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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Jordan Cassiani’s Registration & Firm History

WI

01/19/2024 - Present

Osaic Wealth, Inc. (APPLETON WI)

WI

09/07/2022 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (APPLETON WI)

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Licenses & Designations

BOTH

Issued 01/14/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Vincent Cassiani.
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