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Jason Ryan Oestreicher

Osaic Wealth, Inc.

Fort Lauderdale, FL

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-12
  • FL RA
    APPROVED
    Since 2024-11-12

Branch Locations

5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States

Disclosures

2 disclosure categories 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Palm Beach FL 09/2009 11/2024
Agia Houston TX 12/2022 Present
Osaic Fort Lauderdale FL 11/2024 Present
  • 09/2009 → 11/2024
    Valic Financial Advisors
    Palm Beach, FL
  • 12/2022 → Present
    Agia
    Houston, TX
  • 11/2024 → Present
    Osaic
    Fort Lauderdale, FL
Previous Registrations
Other Businesses

1. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products 2. NOTARY POSITION: Notary NATURE: Notary. No compensation earned for this OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2022 ADDRESS: 1541 NW 182nd Terrace, Pembroke Pines FL 33029, United States DESCRIPTION: Notary. No compensation earned for this OBA 3. CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/06/2024 ADDRESS: 5310 NW 33rd Ave, Fort Lauderdale FL 33309, United States DESCRIPTION: Sell and service fixed insurance products 4. PATH FINANCIAL PARTNERS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/30/2024 ADDRESS: 1541 NW 182nd Ter, Pembroke Pines FL 33029, United States DESCRIPTION: Keeping the books for tax purposes 5. J&A'S CORNER LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/16/2026 ADDRESS: 1541 NW 182nd Terrace, Pembroke Pines FL 33029, United States DESCRIPTION: Real Estate Investment 6. ADVISORY BOARD FOR FIREFIGHTER AND POLICE PENSION FOR THE CITY OF PEMBROKE PINES POSITION: Trustee NATURE: Advisory Board for Firefighter and Police Pension for the City of Pembroke Pines. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2026 ADDRESS: 601 City Ctr Wy, Pembroke Pines FL 33025, United States DESCRIPTION: The Pembroke Pines Police and Fire Pension Board oversees the Pension Fund for the City's police officers and firefighters. The Board is responsible for the administration of the Plan in accordance with the City's Pension Ordinance (as amended) and State of Florida Law. The Board, in conjunction with financial advisors, makes decisions regarding many areas, including but not limited to, selection of investment advisors, investments, various types of investment assets, etc. to administer the Fund, as well as grow the Fund. Administrative functions of the Board include such areas as overseeing Pension Office Staff in carrying out the functions such as the payments of pension benefits to retired members and their beneficiaries, ensure compliance with prudent actuarial review process and procedures, proper record keeping, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-10
  • S66 Uniform Combined State Law Examination
    2007-09-10
Designations

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