Jason Andrew Netrosio

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 12/2010 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → 12/2025
  Lpl Financial Llc
  Middletown, NY
• 12/2025 → Present
  Osaic Institutions, Inc.
  Meriden, CT
• 12/2025 → Present
  Rhinebeck Bank
  Rhinebeck, NY

Previous Registrations

• 2022-05-18 → 2025-12-19
  Lpl Financial Llc
  Middletown, NY
  Kingston, NY
• 2010-12-16 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Kingston, NY
  Middletown, NY
• 2009-10-23 → 2010-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newburgh, NY
  Middletown, NY
  Latham, NY
• 2008-04-17 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Newburgh, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-03
• S63 Uniform Securities Agent State Law Examination
  1997-03-27

Other Names

• Jay Netrosio