Jake Edward Owens

Osaic Wealth, Inc.

Claim This Profile

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-10-15
NJ	RA	APPROVED	2024-10-15
VT	RA	APPROVED	2024-10-14
CA	RA	APPROVED	2024-10-11
MI	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11
NC	RA	APPROVED	2024-10-11
RI	RA	APPROVED	2024-10-11
CO	RA	APPROVED	2024-01-24

GA RA
APPROVED

Since 2024-10-15
NJ RA
APPROVED

Since 2024-10-15
VT RA
APPROVED

Since 2024-10-14
CA RA
APPROVED

Since 2024-10-11
MI RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11
NC RA
APPROVED

Since 2024-10-11
RI RA
APPROVED

Since 2024-10-11
CO RA
APPROVED

Since 2024-01-24

Branch Locations

Denver, CO • United States

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

Organization	City	State	From	To
American Portfolios Financial Services, Inc.	Holbrook	NY	08/2013	Present
Osaic Wealth, Inc	Jersey City	NJ	01/2024	Present

08/2013 → Present

American Portfolios Financial Services, Inc.

Holbrook, NY
01/2024 → Present

Osaic Wealth, Inc

Jersey City, NJ

Previous Registrations

2016-01-07 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-01-05
S63	Uniform Securities Agent State Law Examination	2013-03-16

S65 Uniform Investment Adviser Law Examination

2016-01-05
S63 Uniform Securities Agent State Law Examination

2013-03-16

View on SEC IAPD

More in Denver, CO

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor