Tyler Wong

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

• 05/2019 → 12/2022
  Jpmorgan Securities Llc
  Long Beach, CA
• 05/2019 → 12/2022
  Jpmorgan Chase Bank, N.A.
  Long Beach, CA
• 12/2018 → 05/2019
  Securities America Inc.
  West Covina, CA
• 07/2013 → 11/2018
  Fox Sports
  Los Angeles, CA
• 01/2023 → 06/2024
  Securities America, Inc.
  West Covina, CA
• 01/2023 → 06/2024
  Securities America Advisors
  West Covina, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  West Covina, CA

Previous Registrations

• 2023-01-24 → 2024-06-14
  Securities America Advisors, Inc.
  West Covina, CA
• 2019-10-28 → 2023-01-24
  J.P. Morgan Securities Llc
  Long Beach, CA

Other Businesses

1. TYLER WONG POSITION: Owner/Operator NATURE: Financial planning Financial advising Assisting clients reach financial goals INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 120 START DATE: 01/17/2023 ADDRESS: 1031 S Glendora Ave, West Covina CA 91790 DESCRIPTION: Financial planning Financial advising 2. CA PUBLIC NOTARY POSITION: CA Public Notary NATURE: Public Notary INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/24/2023 ADDRESS: 1031 S Glendora Ave, West Covina CA 91790 DESCRIPTION: Notarize documents and forms 3. TYLER WONG POSITION: Owner/Operator NATURE: Sole proprietorship Licensed Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/17/2023 ADDRESS: 1031 S Glendora Ave, West Covina CA 91790, United States DESCRIPTION: Term Life Insurance to clients

Exams

• S66 Uniform Combined State Law Examination
  2019-10-11

Designations

• Certified Financial Planner

Other Names

• Tyler Wong
• Tyler J Wong
• Tyler Jonathan Wong