Best Investors Account Sign in

Jason Walter Rausch

Osaic Wealth, Inc.

Cary, NC

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-09
NC RA APPROVED 2025-04-08
  • NJ RA
    APPROVED
    Since 2025-04-09
  • NC RA
    APPROVED
    Since 2025-04-08

Branch Locations

Cary, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Cary NC 06/2023 12/2024
Voya Investment Management New York NY 04/2007 06/2023
Osaic Livingston NJ 12/2024 Present
  • 06/2023 → 12/2024
    Unemployed
    Cary, NC
  • 04/2007 → 06/2023
    Voya Investment Management
    New York, NY
  • 12/2024 → Present
    Osaic
    Livingston, NJ
Other Businesses

1. GRANITE BRIDGE WEALTH MANAGEMENT POSITION: Certified Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 12/16/2024 ADDRESS: 1112 Jewel Creek Drive, Cary NC 27519, United States DESCRIPTION: Certified Financial Planner 2. JR INCOME TAX SERVICES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2002 ADDRESS: 1112 Jewel Creek Dr, CARY NC 27519, United States DESCRIPTION: I prepare federal and state income tax returns seasonally from February - April.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-06
  • S63 Uniform Securities Agent State Law Examination
    2025-02-06
Designations

View on SEC IAPD

More in Cary, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor