Jacob Peter Fenlason

Osaic Wealth, Inc.

Hunt Valley, MD

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Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-24

MD RA
APPROVED

Since 2025-01-24

Branch Locations

307 International Circle Suite 390, Hunt Valley, MD 21030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Heritage Financial Consultants	Hunt Valley	MD	10/2014	09/2016
Lincoln Financial Advisors	Hunt Valley	MD	09/2016	01/2025
Osaic Wealth, Inc.	Hunt Valley	MD	01/2025	Present

10/2014 → 09/2016

Heritage Financial Consultants

Hunt Valley, MD
09/2016 → 01/2025

Lincoln Financial Advisors

Hunt Valley, MD
01/2025 → Present

Osaic Wealth, Inc.

Hunt Valley, MD

Previous Registrations

2020-09-22 → 2025-01-24

Osaic Fa, Inc.

Hunt Valley, MD

Designations

View on SEC IAPD

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GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

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