Jason Neil Goldberg

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-05-20

NY RA
APPROVED

Since 2026-05-20

Branch Locations

340 Veterans Memorial Highway Ste.3, Commack, NY 11725 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Worden Capital Management Llc	Lindenhurst	NY	11/2015	09/2021
Newbridge Securities Corporation	Commack	NY	09/2021	08/2023
Securities America, Inc.	Commack	NY	08/2023	06/2024
Osaic Wealth, Inc.	Commack	NY	06/2024	Present

11/2015 → 09/2021

Worden Capital Management Llc

Lindenhurst, NY
09/2021 → 08/2023

Newbridge Securities Corporation

Commack, NY
08/2023 → 06/2024

Securities America, Inc.

Commack, NY
06/2024 → Present

Osaic Wealth, Inc.

Commack, NY

Other Businesses

JNBR INC POSITION: President NATURE: Clerical and bookkeeping entity responsible for paying the bills of the office INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2026 ADDRESS: 2540 Phillip Ct, Bellmore NY 11710, United States DESCRIPTION: Paying the bills of the office

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-23
S63	Uniform Securities Agent State Law Examination	1995-11-14

S65 Uniform Investment Adviser Law Examination

2026-04-23
S63 Uniform Securities Agent State Law Examination

1995-11-14

View on SEC IAPD