Jason William Persinger

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 11/2012 → 02/2022
  Schools First Federal Credit Union
  Huntington Beach, CA
• 11/2012 → 02/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2022 → 04/2025
  After School Athletics Corp
  Meridian, ID
• 06/2023 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2012-12-13 → 2022-02-03
  Cuna Brokerage Services, Inc.
  Costa Mesa, CA
  Huntington Beach, CA
• 2012-01-06 → 2012-11-29
  Lpl Financial Llc
  Huntington Beach, CA
  Laguna Hills, CA
  Costa Mesa, CA
  Laverne, CA
  Seal Beach, CA
  Los Angeles, CA
  Huntington Beach, CA
  Westlake Village, CA
  Huntington Beach, CA
• 2007-11-05 → 2011-12-31
  Cuna Brokerage Services, Inc.
  Huntington Beach, CA
  Laguna Hills, CA
  Huntington Beach, CA

Other Businesses

1.) Persinger Capital LLC. Yes, investment related. Medicare agent. Broker. Started Aug 2026. Approx 30 hours per month. Approx 5 during trading hours. Medicare Insurance broker. 1099 income from insurance companies.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-02
• S65 Uniform Investment Adviser Law Examination
  2002-05-10
• S63 Uniform Securities Agent State Law Examination
  2001-11-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant