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Jaylen Raye

Osaic Wealth, Inc.

Plano, TX

CRD 7467098

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-05
  • TX RA
    APPROVED
    Since 2025-12-05

Branch Locations

6275 W. Plano Parkway Suite 500, Plano, TX 75093 • 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
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 11/2018 09/2024
Southwest Search Dallas TX 06/2018 11/2018
Chase Bank Prosper TX 08/2017 06/2018
Lonestar Valet Dallas TX 08/2017 10/2021
Buffalo Wild Wings Moorhead MN 08/2015 01/2017
Robert Half Long Beach CA 05/2016 09/2016
Minnesota State University Moorhead MN 08/2012 06/2017
Uber Eats Little Elm TX 03/2021 12/2021
Ameriprise Financial Services Llc Plano TX 11/2024 Present
Osaic Wealth, Inc Plano TX 12/2025 Present
  • 11/2018 → 09/2024
    Fidelity Investments
    Westlake, TX
  • 06/2018 → 11/2018
    Southwest Search
    Dallas, TX
  • 08/2017 → 06/2018
    Chase Bank
    Prosper, TX
  • 08/2017 → 10/2021
    Lonestar Valet
    Dallas, TX
  • 08/2015 → 01/2017
    Buffalo Wild Wings
    Moorhead, MN
  • 05/2016 → 09/2016
    Robert Half
    Long Beach, CA
  • 08/2012 → 06/2017
    Minnesota State University
    Moorhead, MN
  • 03/2021 → 12/2021
    Uber Eats
    Little Elm, TX
  • 11/2024 → Present
    Plano, TX
  • 12/2025 → Present
    Plano, TX
Previous Registrations
Other Businesses

1. STORMCLOUD HOLDINGS LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 6301 Windhaven Pkwy, Plano TX 75093, United States DESCRIPTION: LLC Management of Activity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-21
S63 Uniform Securities Agent State Law Examination 2022-07-15
  • S66 Uniform Combined State Law Examination
    2023-12-21
  • S63 Uniform Securities Agent State Law Examination
    2022-07-15
Other Names
  • Jaylen Nathaniel Raye
  • Jaylen N Raye

View on SEC IAPD

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