Jason Eugene Braley

Current Employers

Employment History

• 07/2010 → 12/2016
  Foothill Securities, Inc.
  Santa Cruz, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  Santa Cruz, CA
• 12/2016 → 06/2024
  Securities America Advisors
  Santa Cruz, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Capitola, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Capitola, CA

Previous Registrations

• 2016-12-22 → 2024-06-14
  Securities America Advisors, Inc.
  Santa Cruz, CA
  Capitola, CA

Other Businesses

1. BA REAL ESTATE POSITION: President NATURE: LLC - We separated out our office building for tax purposes from our primary LLC. We intend to use this company to buy other real estate in the future. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 521 Capitola Ave, Capitola CA 95010, United States DESCRIPTION: None at this point. 2. BEACH HOUSE WEALTH MANAGEMENT POSITION: 50% owner NATURE: Changing our DBA name from Burroughs-Braley-Alibrandi Wealth Management to Beach House Wealth Management. Nothing else besides that is changing for our existing business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/15/2022 ADDRESS: 521 Capitola Ave., Capitola CA 95010, United States DESCRIPTION: All we are doing is changing our to a new DBA name as described above. Nothing else is different. 3. BA HOLDINGS, LLC POSITION: Managing Partner NATURE: Holding company for building that was purchased to move the office to upon completion of improvements. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2018 ADDRESS: 521 Capitola Ave., Capitola CA 95010, United States DESCRIPTION: Holding company for a building that was purchased recently. Will be moving the office there upon completion of improvements.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-08-01

Designations