Jason Michael Lamendola

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

• 10/2002 → 11/2018
  John Hancock
  Allentown, PA
• 11/2006 → 11/2018
  Signator Investors, Inc.
  Allentown, PA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Allentown, PA

Previous Registrations

• 2016-02-11 → 2018-11-02
  Signator Investors, Inc.
  Allentown, PA
  Allentown, PA

Other Businesses

1. SENTINEL STRATEGIC WEALTH POSITION: Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/02/2018 ADDRESS: 7540 Windsor Drive, Suite 302, Allentown PA 18195, United States DESCRIPTION: Sales/marketing of securities and insurance products 2. SENTINEL STRATEGIC WEALTH POSITION: Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2013 ADDRESS: 7540 Windsor Drive, Suite 302, Allentown PA 18195, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-05
• S63 Uniform Securities Agent State Law Examination
  2004-09-20