Michael Richard Jasan

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

• 02/1996 → 11/2023
  Fsc Securities Corporation
  Prior Lake, MN
• 02/1992 → Present
  Michael R. Jason & Associates
  Prior Lake, MN
• 11/2023 → Present
  Osaic Wealth, Inc.
  Prior Lake, MN

Previous Registrations

• 2013-12-19 → 2023-11-03
  Fsc Securities Corporation
  Prior Lake, MN

Other Businesses

1. MICHAEL R. JASAN & ASSOCIATES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/21/1994 ADDRESS: 15320 Edgewater Circle NE Prior Lake, MN 55372-1155, Prior Lake MN 55372-1155, United States DESCRIPTION: Maintain insurance products to individuals. 2. FOUR J HOLDINGS, LLC POSITION: Registered Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2025 ADDRESS: 15320 Edgewater Circle NE, PRIOR LAKE MN 55372-1155, United States DESCRIPTION: This is a personally owned property purchased solely for the purpose of storing personal family owned property.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-20

Other Names

• Mike Jasan