Jonathan David Belair

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

• 08/2016 → 12/2016
  Edward Jones
  St Louis, MO
• 01/2017 → 04/2019
  American Enterprise Investment Services Inc
  Minneapolis, MN
• 04/2019 → Present
  Woodbury Financial
  Oakdale, MN

Previous Registrations

• 2019-04-09 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2018-10-03 → 2019-04-10
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2016-10-05 → 2016-12-05
  Edward Jones
  Shoreview, MN
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-10-03

Other Names

• Jonathan D Belair
• Jonathan David Belair
• Jonathan Belair