Juan Felipe Sarmiento

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

• 09/2023 → 10/2025
  Nylife Securities Llc
  Glendale, CA
• 11/2022 → Present
  New York Life Insurance
  Glendale, CA
• 01/2022 → 12/2022
  Jersey Mike's
  Glendale, CA
• 08/2021 → 01/2022
  Momo Paradise
  Arcadia, CA
• 04/2020 → 07/2021
  Unemployed
  Pasadena, CA
• 06/2019 → 03/2020
  Momo Paradise
  Arcadia, CA
• 06/2018 → 06/2019
  Ilsc Montreal
  Montreal
• 06/2008 → 06/2018
  Montessori British School
  Bogota
• 10/2025 → Present
  Osaic Wealth, Inc
  Los Angeles, CA

Other Businesses

1. UAN SARMIENTO POSITION: Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/08/2025 ADDRESS: 18400 Von Karman Ave., Suite 400, Irvine CA 92616, United States DESCRIPTION: provide clients fixed product sales like like insurance, fixed annuities or long term care. 2. WILSON LEA POSITION: Paraplanner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/03/2025 ADDRESS: 205 S. Broadway, Suite 208, Los Angeles CA 90012, United States DESCRIPTION: Administrative support to advisor Wilson Lea.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-07
• S63 Uniform Securities Agent State Law Examination
  2023-11-08