Jerome Samuel Kirstein

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

• 02/2008 → 07/2020
  Investacorp Inc
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Aventura, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Aventura, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Aventura, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Aventura, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Hollywood, FL
  Aventura, FL
• 2016-05-31 → 2020-07-17
  Investacorp Advisory Services Inc
  Hollywood, FL

Other Businesses

NOTARY PUBLIC POSITION: Notary NATURE: Notary Public - Florida INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/09/2025 ADDRESS: 3330 NE 190th St, Suite 1919, Aventura FL 33180, United States DESCRIPTION: Notary Public

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-28

Other Names

• Jerry Kirstein
• Jerome S Kirstein