Joshua Paul Harper

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

• 03/2013 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT
• 07/2013 → Present
  Integrated Financial Group
  Salt Lake City, UT

Previous Registrations

• 2010-03-02 → 2013-03-06
  Osaic Fa, Inc.
  Salt Lake City, UT
• 2006-08-08 → 2008-12-18
  Equitable Advisors, Llc
  Salt Lake City, UT

Other Businesses

1. INTEGRATED FINANCIAL GROUP POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2013 ADDRESS: 10610 South Jordan Gateway #210, South Jordan UT 84095, United States DESCRIPTION: OFFERING ACCIDENT & HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; COMMISSIONS AND SERVICE FEE-BASED GROUP INSURANCE BENEFITS, HEALTH SAVINGS ACCOUNTS, AND FIXED AND EQUITY-INDEXED ANNUITIES. 2. INTEGRATED 106, LLC POSITION: Member NATURE: This is an LLC created to own a building to be built in 2018 which we will likely move our office to. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2017 ADDRESS: 10610 South Jordan Gateway Ste 210, South Jordan UT 84095, United States 3. J HARPER CONSULTING LLC POSITION: Manager NATURE: Personal LLC used for tax planning purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2017 ADDRESS: 2561 W 1650 N, Lehi UT 84043, United States DESCRIPTION: Manage LLC for personal tax planning purposes 4. FAMILY FORGE INITIATIVE POSITION: Member NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2025 ADDRESS: 2542 W 1775 N, Lehi UT 84043, United States DESCRIPTION: Assist in running foundation for charitable giving throughout the community.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-03

Other Names

• Joshua Paul Parker