Jason M Bimonte

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

• 06/2013 → Present
  Royal Alliance
  Huntington, NY

Other Businesses

1. SHELTER ROCK FINANCIAL GROUP POSITION: Financial Advisor NATURE: Shelter Rock Financial group is a DBA that we use a s a marking name for my practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2012 ADDRESS: 410 E Jericho Turnpike, Mineola NY 11501, United States DESCRIPTION: Financial Advisor 2. LIFE AND HEALTH INSURANCE POSITION: Other - insurance broker NATURE: Insurance Agency - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2011 ADDRESS: 410 E Jericho Turnpike, Mineola NY 11501, United States DESCRIPTION: sell Life Insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-28

Designations

• Certified Financial Planner