Matthew S Jacoby

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11

NJ RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11

Branch Locations

4250 Veterans Memorial Hwy Suite 100E, Holbrook, NY 11741 • 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
American Portfolios Financial Services	Holbrook	NY	07/2012	Present
Pps Advisors	Holbrook	NY	07/2012	Present
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

07/2012 → Present

American Portfolios Financial Services

Holbrook, NY
07/2012 → Present

Pps Advisors

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2022-07-12 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

MATTHEW S. JACOBY CPA POSITION: OWNER NATURE: SOLE PROPRIETOR INVESTMENT RELATED: No NUMBER OF HOURS: 1400 SECURITIES TRADING HOURS: 116 START DATE: 09/01/1984 ADDRESS: 32 Balsam Drive DIX HILLS NY 11746, Dix Hills NY 11746, United States DESCRIPTION: TAX PREP

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-30

S65 Uniform Investment Adviser Law Examination

2021-11-30

Other Names

Matthew Jacoby

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews