Jasen Michael Gilbert

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

• 09/2006 → Present
  Ciccarelli Advisory Services
  Naples, FL
• 05/2007 → 11/2023
  Fsc Securities Corporation
  Naples, FL
• 09/2007 → Present
  Ciccarelli Advisory Management, Llc
  Naples, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2007-10-31 → 2023-11-03
  Fsc Securities Corporation
  Naples, FL

Other Businesses

1. CICCARELLI ADVISORY MANAGEMENT LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 9601 Tamiami Trail North, Naples FL 34108, United States DESCRIPTION: Duties may include financial Planning, client relationship management/servicing & business development but are not limited to just these activities. 2. CAM LLC POSITION: Associate Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 09/01/2006 ADDRESS: 9601 Tamiami Trail North, Naples FL 34108, United States DESCRIPTION: Financial planning activities including investment, retirement, tax, estate & cash flow planning but not limited to these activities.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-28