Jason Vitucci

Current Employers

Employment History

• 12/2008 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → 07/2023
  Cetera Advisors Llc
  Walnut Creek, CA
• 07/2023 → Present
  Osaic Wealth, Inc
  Walnut Creek, CA

Previous Registrations

• 2020-11-12 → 2023-07-28
  Cetera Investment Advisers Llc
  Walnut Creek, CA
• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Kensington, CA
• 2008-12-12 → 2012-07-02
  First Allied Securities, Inc.
  San Diego, CA
  Walnut Creek, CA
  Pleasant Hill, CA
  Albany, CA
• 2008-10-17 → 2008-12-15
  National Planning Corporation
  Walnut Creek, CA
• 2008-09-18 → 2008-10-17
  Osaic Services, Inc.
  Phoenix, AZ
  Walnut Creek, CA

Other Businesses

1. Vitucci Integrated Planning POSITION: Officer/Director NATURE: Vitucci Integrated Planning is the dba used for the branch office location for the broker-dealer/registered investment advisor. It is also used by the tax service. The dba is representative of J. Vitucci Financial Services, Inc., which operates in the state of CA as an S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/8/2008 ADDRESS: 2890 N. Main St., Suite 201., Walnut Creek, CA 94597, United States DESCRIPTION: As a dba for the business my role entails business ownership duties, conducting client meetings, and managing staff. 2.Vitucci Integrated Planning POSITION: Managing Director NATURE: Vitucci Integrated Planning is the dba for J. Vitucci Financial Services, Inc., a CA S-corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 8 START DATE: 12/9/2008 ADDRESS: 2890 N. Main St., Suite 201., Walnut Creek, CA 94597, United States DESCRIPTION: This is a tax preparation and planning service. Tax returns are prepared/discussed. Clients sign disclosure citing that the service is separate and distinct from brokerage and advisory services & the broker-dealer/RIA. 3.Vitucci Integrated Planning POSITION: Managing Director NATURE: Vitucci Integrated Planning is a dba for J. Vitucci Financial Services, Inc., a CA S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/8/2008 ADDRESS: 2890 N. Main St., Suite 201., Walnut Creek, CA 94597, United States DESCRIPTION: Life & Long Term Care Insurance services 4.St. Isidore School Foundation POSITION: Board Member NATURE: This is a non-profit board affiliated with my children's school. The organization raises funds for families in need of tuition support. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/8/2008 ADDRESS: 435 La Gonda Way Danville, CA 94526, United States DESCRIPTION: Help in organizing activities for fundraising. Participate in monthly board meetings. 5.Trustee for Elaine Vitucci Revocable Living Trust POSITION: Trustee NATURE: Trust for my mother INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2018 ADDRESS: 949 Hawthorne Dr. Walnut Creek, CA 94597, United States DESCRIPTION: I serve as the trustee for my mother's trust.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-08
• S63 Uniform Securities Agent State Law Examination
  1997-08-27

Designations