Jonathan Peter Bobolia

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

• 08/1995 → 11/2023
  Fsc Securities Corporation
  San Diego, CA
• 11/2023 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2006-11-06 → 2023-11-03
  Fsc Securities Corporation
  San Diego, CA
  Bullhead City, AZ
  San Juan Capistrano, CA
  Riverside, CA
  Alhambra, CA
  Desert Hot Springs, CA
  Carlsbad, CA
  Tujunga, CA

Other Businesses

1) JONATHAN P BOBOLIA POSITION: Statutory Agent - NATURE: Other - Hold my insurance license through FSC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: 4305 Gesner St Ste 227, San Diego CA 92117, United States DESCRIPTION: I sell annuities, for the most part variable. 2) HOME MASON SUPPLY POSITION: None NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 400 Central Ave, Peekskill NY 10566, United States DESCRIPTION: None 3) ROOM RENTAL POSITION: Owner NATURE: Rent a room INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 2162 March Pl, San Diego CA 92110, United States DESCRIPTION: Rent room to foreign exchange student

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-20

Other Names

• Jonathan P Bobolia