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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-02-06
TX RA APPROVED 2026-02-04
  • AZ RA
    APPROVED
    Since 2026-02-06
  • TX RA
    APPROVED
    Since 2026-02-04

Branch Locations

2162 E Williamsfield Road Ste 111, Gilbert, AZ 85295 • 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
Wells Fargo Advisors Llc San Jose CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc San Jose CA 11/2016 02/2019
Hayden Royal, Llc Charlotte NC 02/2019 10/2020
American Wealth Management Atlanta GA 02/2019 10/2020
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 10/2020 10/2020
Juncture Wealth Advisors, Llc Phoenix AZ 10/2020 12/2020
Ameriprise Financial Services, Llc Mesa AZ 12/2020 02/2026
Osaic Wealth Inc Gilbert AZ 02/2026 Present
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    San Jose, CA
  • 11/2016 → 02/2019
    San Jose, CA
  • 02/2019 → 10/2020
    Hayden Royal, Llc
    Charlotte, NC
  • 02/2019 → 10/2020
    American Wealth Management
    Atlanta, GA
  • 10/2020 → 10/2020
    United Planners' Financial Services Of America A Limited Partner
    Scottsdale, AZ
  • 10/2020 → 12/2020
    Juncture Wealth Advisors, Llc
    Phoenix, AZ
  • 12/2020 → 02/2026
    Mesa, AZ
  • 02/2026 → Present
    Gilbert, AZ
Previous Registrations
  • 2020-12-08 → 2026-02-13
    Gilbert, AZ
    Tempe, AZ
  • 2019-02-14 → 2020-12-22
    Hayden Royal
    Gilbert, AZ
  • 2020-10-02 → 2020-10-07
    Juncture Wealth Advisors, Llc
    Phoenix, AZ
  • 2011-01-03 → 2019-02-20
    San Jose, CA
    Chandler, AZ
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Morgan Hill, CA
    Chandler, AZ
    Scottsdale, AZ
    Mesa, AZ
    Mesa, AZ
    Mesa, AZ
    Chandler, AZ
    Mesa, AZ
    Mesa, AZ
    Mesa, AZ
    Mesa, AZ
    Chandler, AZ
    Scottsdale, AZ
    Mesa, AZ
    Scottsdale, AZ
  • 2009-01-12 → 2011-01-03
    Wells Fargo Investments, Llc
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Sunnyvale, CA
    Sunnyvale, CA
    Morgan Hill, CA
    San Jose, CA
    San Jose, CA
Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Personal rental of a single family residence. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 914 E Mission Dr, Tempe AZ 85283, United States DESCRIPTION: I own the property and rent it out to a resident.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-09
  • S66 Uniform Combined State Law Examination
    2009-01-09
Other Names
  • Jason Jensen
  • Jason Jensen

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