Jason A Trujillo

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

• 12/2010 → 02/2017
  Principal Life Ins Co
  Phoenix, AZ
• 12/2010 → 08/2017
  Princor Financial Services Corp
  Phoenix, AZ
• 08/2017 → 01/2024
  Woodbury Financial Services Inc
  Cave Creek, AZ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Cave Creek, AZ

Previous Registrations

• 2017-08-24 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cave Creek, AZ
  Mckinney, TX
  Cave Creek, AZ
• 2012-11-20 → 2017-08-29
  Principal Securities, Inc.
  Phoenix, AZ

Other Businesses

1. LAURA MORRISON TRUJILLO OR JASON TRUJILLO TTEES FOR THE TRUJILLO FAMILY TRUST POSITION: Trustee NATURE: Personal Trust- for "our assets" - Laura and Jason Trujillo INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2017 ADDRESS: 30657 N 44th St, Cave Creek AZ 85331, United States DESCRIPTION: Trustee 2. Trujillo Private Wealth, LLC. ; Position Mananging Member; Nature LLC; Investment Related Yes; # of Hours 80 # of Security Hours 80; Start Date 09/19/2017; Address 30657 n 44th St Cave Creek, AZ 85331; Description sales and services of fixed insurance offered through approved DBA 3. CACTUS FOOTHILLS LITTLE LEAGUE POSITION: President of the Board NATURE: 501C3, INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2023 ADDRESS: 4563 Post Office, Cave Creek AZ 85331, United States DESCRIPTION: Help create goals and objectives for the interaction with our community and our families have a successful little league season for all participants and volunteers (Players, coaches, umpires, parents, and families).

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-05
• S63 Uniform Securities Agent State Law Examination
  2010-09-20