Joseph Anthony Wilson

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

• 07/2010 → 05/2018
  Student
  Atlanta, GA
• 05/2018 → 03/2019
  Questar Asset Management
  Atlanta, GA
• 03/2019 → 12/2019
  Questar Capital Corporation
  Atlanta, GA
• 12/2019 → 02/2023
  Securities Service Network, Inc.
  Atlanta, GA
• 09/2020 → 02/2023
  Securities America, Inc.
  Atlanta, GA
• 02/2023 → Present
  Fsc Securities Corporation
  Atlanta, GA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-03-11

Other Names

• Joseph Wilson
• Joseph Anthony Wilson