Jason L Christo

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

• 07/2016 → 06/2024
  Securities America, Inc.
  Omaha, NE
• 07/2016 → 06/2024
  Securities America Advisors
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2016-07-27 → 2024-06-14
  Securities America Advisors, Inc.
  Omaha, NE
• 2006-01-06 → 2016-07-27
  Msi Financial Services, Inc.
  Omaha, NE
  Overland Park, KS

Other Businesses

Christo Financial Planning - DBA Position: Owner - Nature: Insurance Sales - Investment Related: Yes - Hours: 20 - Securities Trading Hours: 20 - Start Date: 5/2016 - Address: 17115 Grant St, Omaha NE 68116

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-22
• S63 Uniform Securities Agent State Law Examination
  2001-06-21

Designations

• Certified Financial Planner