Aaron Zachary Jewett

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

• 07/2016 → 05/2017
  Southwest Insealators
  Phoenix, AZ
• 05/2017 → 03/2019
  Budco Inc
  San Bernardino, CA
• 03/2019 → 09/2020
  Unemployed
  San Bernardino, CA
• 09/2020 → Present
  Aaron Jewett Financial Services
  Loma Linda, CA
• 09/2021 → 05/2025
  Assetmark Financial Holdings, Inc.
  Redlands, CA
• 09/2021 → 05/2025
  Assetmark Brokerage, Llc
  Redlands, CA
• 06/2025 → Present
  Osaic Wealth, Inc.
  Redlands, CA

Other Businesses

1) RENTAL PROPERTY - 1 POSITION: Owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 156 W Jackson Road, San Bernardino CA 92408, United States DESCRIPTION: Own and manage properties 2) RENTAL PROPERTY - 2 POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 825 Banyan Dr, Redlands CA 92373, United States DESCRIPTION: Own and manage property. 3) INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2025 ADDRESS: 770 Paseo Camarillo CA, Suite 130, Camarillo CA 93010, United States DESCRIPTION: Sell insurance policies when applicable. 4) AARON JEWETT FINANCIAL SERVICES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/17/2025 ADDRESS: 770 Paseo Camarillo, Suite 130, Camarillo CA 93010, United States DESCRIPTION: Provide support to the following financial advisors at Osaic: -Tina Montoya -Susan Green -Alan Iinuma -Robert Harrell

Exams

• S66 Uniform Combined State Law Examination
  2026-04-16

Designations

• Certified Financial Planner

Other Names

• Aaron Zachary Jewett
• Aaron Jewett