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Jace Koehn

Osaic Wealth, Inc.

Sacramento, CA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-16
  • CA RA
    APPROVED
    Since 2026-06-16

Branch Locations

8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • 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
Retirement Security Centers Sacramento CA 05/2025 Present
Chicago Fire Roseville CA 09/2023 01/2026
Trusted Toys For Toddlers El Dorado Hills CA 01/2023 06/2025
Mikuni Restaurant Group Inc. Roseville CA 09/2022 12/2022
Jessup University Roseville CA 08/2022 12/2025
Ponderosa High School Shingle Springs CA 08/2018 09/2021
District Christian Academy El Dorado Hills CA 09/2021 05/2022
Unemployed El Dorado Hills CA 08/2003 08/2018
Aji Japanese Bistro El Dorado Hills CA 10/2019 07/2022
Pearl Asian Cuisine - Red Hawk Casino Placerville CA 05/2024 08/2024
Osaic Wealth, Inc Sacramento CA 05/2025 Present
  • 05/2025 → Present
    Retirement Security Centers
    Sacramento, CA
  • 09/2023 → 01/2026
    Chicago Fire
    Roseville, CA
  • 01/2023 → 06/2025
    Trusted Toys For Toddlers
    El Dorado Hills, CA
  • 09/2022 → 12/2022
    Mikuni Restaurant Group Inc.
    Roseville, CA
  • 08/2022 → 12/2025
    Jessup University
    Roseville, CA
  • 08/2018 → 09/2021
    Ponderosa High School
    Shingle Springs, CA
  • 09/2021 → 05/2022
    District Christian Academy
    El Dorado Hills, CA
  • 08/2003 → 08/2018
    Unemployed
    El Dorado Hills, CA
  • 10/2019 → 07/2022
    Aji Japanese Bistro
    El Dorado Hills, CA
  • 05/2024 → 08/2024
    Pearl Asian Cuisine - Red Hawk Casino
    Placerville, CA
  • 05/2025 → Present
    Osaic Wealth, Inc
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-14
  • S66 Uniform Combined State Law Examination
    2026-06-14

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
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