Jason Chandler Ullom

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

• 07/2007 → 03/2019
  Questar Capital
  Minneapolis, MN
• 08/2007 → 03/2019
  Questar Asset Management
  Coventry, RI
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Coventry, RI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Coventry, RI

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Coventry, RI
• 2007-08-17 → 2019-03-01
  Questar Asset Management, Inc.
  Conventry, RI
• 2005-06-16 → 2007-06-28
  Investors Capital Corp.
  Providence, RI
  Providence, RI
• 2003-04-16 → 2005-06-16
  Eastern Point Advisors Inc.
  Providence, RI
• 1999-06-10 → 2002-12-16
  Raymond James Financial Services, Inc.
  Cranston, RI

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-10
• S63 Uniform Securities Agent State Law Examination
  1992-11-09

Other Names

• Jason Chandles Ullom