Joyce Tanaka

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 01/2020
  Homemaker
  Piedmont, CA
• 02/2020 → 01/2024
  Sourjohn-Kim Retirement Solutions
  San Ramon, CA
• 12/2023 → 07/2024
  Acord And Fong Wealth Strategies
  San Ramon, CA
• 08/2024 → 02/2025
  Homemaker
  Piedmont, CA
• 03/2025 → Present
  Osaicfa (Osaic Wealth)
  San Ramon, CA

Other Businesses

1. RESIDENTIAL RENTAL PROPERTY POSITION: manager NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 6850 Kenilworth Avenue, El Cerrito CA 94530, United States DESCRIPTION: I manage a rental property in El Cerrito, CA. This involves maintaining the property and accounting for rents received from tenant.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-22

Other Names

• Joyce Fusayo Tanaka
• Joyce Tanaka Jeung
• Joyce Jeung