Jacob Peter Fenlason

Osaic Wealth, Inc.

Hunt Valley, MD

CRD 6414631

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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:

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

Certified Financial Planner

View on SEC IAPD

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Nearby Offices

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