Joseph Michael Jaros

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

• 07/2017 → 06/2024
  Securities America, Inc.
  La Vista, NE
• 06/2015 → 07/2017
  Atlas E-Commerce
  Omaha, NE
• 08/2014 → 10/2018
  Peak Interests Dba Pizza Hut
  Omaha, NE
• 10/2018 → Present
  Uber
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2019-04-22 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

UBER POSITION: Driver NATURE: I am an independent contractor rideshare driver for Uber. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2018 ADDRESS: 555 Market St, San Francisco CA 94105, United States DESCRIPTION: I am a rideshare driver with Uber. I drive passengers to and from various points in the city.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-13

Other Names

• Joseph M Jaros
• Joseph Michael Jaros