Best Investors Account Sign in

Jonathan David Launder

Osaic Wealth, Inc.

Phoenix, AZ

Irvine, CA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-05
TX RA APPROVED 2025-08-26
CA RA APPROVED 2025-01-24
  • AZ RA
    APPROVED
    Since 2026-03-05
  • TX RA
    APPROVED
    Since 2025-08-26
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Phoenix, AZ • United States

100 Pacifica Suite 350, Irvine, CA 92618 • 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
Wjs Wealth Management Brookfield WI 04/2015 05/2019
Woodbury Financial Services Inc Brookfield WI 08/2015 05/2019
Legacy Wealth Alliance Tempe AZ 05/2019 04/2022
Lincoln Financial Securities, Inc Tempe AZ 05/2019 09/2021
Royal Alliance Associates, Inc. Tempe AZ 09/2021 04/2022
Lincoln Financial Advisors Corportation Irvine CA 04/2022 01/2025
Osaic Wealth, Inc. Irvine CA 01/2025 Present
  • 04/2015 → 05/2019
    Wjs Wealth Management
    Brookfield, WI
  • 08/2015 → 05/2019
    Woodbury Financial Services Inc
    Brookfield, WI
  • 05/2019 → 04/2022
    Legacy Wealth Alliance
    Tempe, AZ
  • 05/2019 → 09/2021
    Lincoln Financial Securities, Inc
    Tempe, AZ
  • 09/2021 → 04/2022
    Royal Alliance Associates, Inc.
    Tempe, AZ
  • 04/2022 → 01/2025
    Lincoln Financial Advisors Corportation
    Irvine, CA
  • 01/2025 → Present
    Irvine, CA
Previous Registrations
  • 2022-04-29 → 2025-01-24
    Osaic Fa, Inc.
    Irvine, CA
  • 2021-09-24 → 2022-05-03
    Tempe, AZ
  • 2019-05-28 → 2021-09-24
    Osaic Fs, Inc.
    Tempe, AZ
  • 2016-07-29 → 2019-05-03
    Woodbury Financial Services, Inc.
    Brookfield, WI
Other Businesses

1. CONTINUUM CONSULTING GROUP POSITION: Financial Planner/Investment Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 167 SECURITIES TRADING HOURS: 167 START DATE: 05/02/2022 ADDRESS: 18400VonKarmanAve, #450, Irvine CA 92612, United States DESCRIPTION: Financial planner: build and implement on financial plans including ongoing monitoring Investment specialist: manage CCG's internal investment process and implementation 2. DL FINANCIAL SERVICES POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2026 ADDRESS: 9701 Brader Way, Suite 102, Madison WI 53562, United States DESCRIPTION: Manage a handful of investment portfolios for clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-19
  • S66 Uniform Combined State Law Examination
    2016-07-19
Designations
Other Names
  • Jon David Launder
  • Jonathan Launder

View on SEC IAPD

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor