Jason Douglas Reynolds

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

• 09/2007 → 10/2025
  Farmers Savings Bank Investment Center
  Mineral Point, WI
• 09/2007 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2026 → 08/2026
  Commonwealth Financial Network
  Waltham, MA
• 10/2025 → 04/2026
  Unemployed
  Oregon, WI
• 04/2026 → Present
  Midwest Financial Geoup
  Fitchburg, WI
• 08/2026 → Present
  Osaic Wealth, Inc.
  Fitchburg, WI

Previous Registrations

• 2026-04-20 → 2026-08-20
  Commonwealth Financial Network
  Fitchburg, WI
• 2010-12-14 → 2025-10-09
  Commonwealth Financial Network
  Mineral Point, WI
  Dodgeville, WI
  Mount Horeb, WI

Other Businesses

1. JASON REYNOLDS POSITION: sales NATURE: fixed insurance sales as of 11/1992, 25% of office time on this activity INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 11/01/1992 ADDRESS: 2924 marketplace dr, fitchburg WI 53719, United States DESCRIPTION: insurance sales/service 2. WISDAK LLC POSITION: bookkeeper NATURE: bookkeeper INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2018 ADDRESS: 3999 wilnor dr, oregon WI 53575, United States DESCRIPTION: bookkeeper

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-09
• S63 Uniform Securities Agent State Law Examination
  1996-12-11