Jeffrey Rayner Mase

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

• 06/2005 → 11/2023
  Fsc Securities Corporation
  Clearwater, FL
• 09/2011 → 03/2019
  Csenge Advisory Group, Llc
  Sarasota, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Whitefish, MT

Previous Registrations

• 2006-10-24 → 2023-11-03
  Fsc Securities Corporation
  Sarasota, FL
  Sarasota, FL
  Clearwater, FL
  Ellenton, FL
  Whitefish, MT
• 2011-12-21 → 2019-03-19
  Csenge Advisory Group, Llc
  Sarasota, FL
  Clearwater, FL

Other Businesses

1) WEALTH AND HEALTH SOLUTIONS INC POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 5211 19th St East, Ellenton FL 34222, United States DESCRIPTION: selling life/accident and health. also fixed annuities 2) KNIGHTS OF COLUMBUS POSITION: President NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2025 ADDRESS: 230 Baker Ave, Whitefish MT 59937 DESCRIPTION: Conduct a meeting of members on a monthly basis. Provide my physical service to any charitable event planned.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-18