Jonathan James Macko

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

• 05/2013 → 01/2022
  Morgan Stanley
  Binghamton, NY
• 01/2015 → 01/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2022 → 09/2023
  Sagepoint Financial, Inc.
  Vestal, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  Spartanburg, SC

Previous Registrations

• 2022-01-14 → 2023-09-01
  Osaic Services, Inc.
  Spartanburg, SC
  Syracuse, NY
  Vestal, NY
  Spartanburg, SC
• 2013-05-15 → 2022-01-27
  Morgan Stanley
  Binghamton, NY
• 2010-07-05 → 2013-05-06
  Wells Fargo Clearing Services, Llc
  Johnson City, NY

Other Businesses

1. NANCY MACKO IRR TRUST POSITION: Trustee NATURE: Trustee on an Irrevocable Trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2019 ADDRESS: 1482 Price House Road, Roebuck SC 29376, United States DESCRIPTION: I am trustee on an irrevocable trust for my mother. 2. EXCELSIOR WEALTH PARTNERS POSITION: Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/14/2022 ADDRESS: 100 Dunbar Street, Suite 116, Spartanburg SC 29306, United States DESCRIPTION: Doing business as ("DBA") name, "Excelsior Wealth Partners?." 3. JJAF LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2025 ADDRESS: 1482 Price House Road, Roebuck SC 29376, United States DESCRIPTION: Owner of JJAF LLC. 4. PALMETTO PREPAREDNESS POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2025 ADDRESS: 825 N. Main Street, Ste. 303, Woodruff SC 29388, United States DESCRIPTION: Create personalized family disaster preparedness plans. Focusing on topics such as water and food storage, power outage safety and evacuation planning. 5. JONATHAN MACKO NOTARY POSITION: Notary NATURE: Can provide Notary Stamp. Have not participated in this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2026 ADDRESS: 100 Dunbar Street, Ste 116, Spartanburg SC 29306, United States DESCRIPTION: I hold a notary designation. I do not use it.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-02

Designations

• Certified Financial Planner

Other Names

• Jonathan Macko