Jason Monteagudo

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

• 07/2008 → 11/2018
  Signator Investors Inc.
  Allentown, PA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Fogelsville, PA

Previous Registrations

• 2014-03-10 → 2018-11-02
  Signator Investors, Inc.
  Allentown, PA
  Moosic, PA
  Eynon, PA
  Fogelsville, PA

Other Businesses

1) CONCIERGE FINANCIAL STRATEGIES POSITION: President & CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/17/2021 ADDRESS: 2820 Raspberry Lane, Coplay PA 18037, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2) CONCIERGE FINANCIAL STRATEGIES-FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/17/2021 ADDRESS: 2820 Raspberry Lane, Coplay PA 18037, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3) THE FEDERATION CORNHOLE POSITION: Board Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 2205 Juniper Drive, Coplay PA 18037, United States DESCRIPTION: My role involves helping organize events and gathering sponsors for the league. We collectively decide, as board members, where sponsorship dollars are spent for the growth and betterment of the league. 4) FEDERATION PENNSYLVANIA CORNHOLE POSITION: Board Member NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 2820 Raspberry Lane, Coplay PA 18037, United States DESCRIPTION: My role involves helping organize events and gathering sponsors for the league. We collectively decide, as board members, where sponsorship dollars are spent for the growth and betterment of the league.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-08
• S63 Uniform Securities Agent State Law Examination
  2008-11-12

Designations

• Chartered Financial Consultant