Jose Eugenio Deleon

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

• 04/2008 → Present
  Johnson Lipman
  Boca Raton, FL
• 08/2008 → 07/2020
  Investacorp Inc
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Lake Worth, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Lake Worth, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lake Worth, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lake Worth, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Lake Worth, FL
• 2010-04-09 → 2020-07-17
  Investacorp Advisory Services Inc
  Boynton Beach, FL
  Lake Worth, FL
  Boynton Beach, FL
  Lake Worth, FL

Other Businesses

DEPENDABLE TAX SOLUTIONS AND MORE POSITION: tax preparer NATURE: Tax and accounting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 60 START DATE: 11/28/2012 ADDRESS: 1030 lake ave, 2, lake worth FL 33460 DESCRIPTION: I prepare taxes, notary. NEW VISTA PROPERTY MANAGEMENT, LLC POSITION: manager NATURE: real estate agent and property management. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2017 ADDRESS: 1030 lake ave, 2, lake worth FL 33460 DESCRIPTION: i own and manage rental properties NEW VISTA FINANCIAL POSITION: advisor NATURE: advisory saa INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/03/2013 ADDRESS: 1030 lake ave, 2, lake worth FL 33460 DESCRIPTION: investment advisory DELEON FINANCIAL SERVICES OF SOUTH FLORIDA POSITION: insurance agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/13/2010 ADDRESS: 1030 lake ave, 2, lake worth FL 33460 DESCRIPTION: i offer clients insurance products where appropriate with their financial planning JOSE DELEON POSITION: realtor NATURE: realtor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2017 ADDRESS: 1030 lake ave, 2, lake worth FL 33460 DESCRIPTION: I have a license so i can buy my own properties. DBA - New Vista Financial

Exams

• S66 Uniform Combined State Law Examination
  2008-09-03

Other Names

• Jose Deleon