James William Lucas Karnes

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

• 03/2026 → Present
  Osaic Wealth Inc
  Irvine, CA
• 06/2013 → 09/2021
  United States Air Force Reserve
  Edward Air Force Base, CA
• 06/2021 → 01/2022
  Meta Strategic Mobility
  Temecula, CA
• 01/2022 → 06/2022
  Retired
  Corona Del Mar, CA
• 06/2022 → 03/2024
  Pacific Standard Environmental
  Huntington Beach, CA
• 03/2024 → 10/2024
  Retired
  Corona Del Mar, CA
• 10/2024 → 02/2025
  Pae Government Services Inc. (Amentum)
  Falls Church, VA
• 03/2025 → 03/2026
  Advice Only
  San Diego, CA

Previous Registrations

• 2025-03-28 → 2026-03-31
  Adviceonly
  San Diego, CA
  Corona Del Mar, CA

Other Businesses

GG&K LLC; yes; 1248 Laurelview Dr, Johnstown PA 15905; passive oil & gas; LLC partner; January 2014; 0 hours; 0 hours; none.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-09
• S65 Uniform Investment Adviser Law Examination
  2024-08-09

Other Names

• Lucas Karnes
• James Karnes