Jayce Gabriel Gispan

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

• 07/2025 → Present
  Ruzam, Llc D/B/A Guide My Finances
  Carlsbad, CA
• 07/2023 → Present
  Guide My Finances
  Carlsbad, CA
• 08/2019 → 05/2023
  San Diego State University
  San Diego, CA
• 04/2022 → 06/2022
  Seaside Wealth Management
  Carlsbad, CA
• 01/2021 → 05/2022
  San Diego State University
  San Diego, CA
• 12/2018 → 12/2020
  Doordash
  San Mateo, CA
• 08/2015 → 05/2019
  San Mateo High School
  San Mateo, CA
• 06/2017 → 08/2017
  Pieology
  Foster City, CA
• 08/2025 → Present
  Osaic Wealth Inc
  Carlsbad, CA

Other Businesses

1.Guide My Finances Investment related 1265 Carlsbad Village Dr., Suite 201, Carlsbad, CA 92008 Comprehensive flat-fee financial planning Financial Planner 07/31/2023 160 hours 100 hours Document review, data entry, financial modeling, financial planning recommendation development, financial advice, meeting prep & follow-up 2. GUIDE MY FINANCES, RUZAM, LLC. POSITION: Paraplanner NATURE: LLC taxed as S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/15/2025 ADDRESS: 1265 Carlsbad Village Dr, 201, Carlsbad CA 92008, United States DESCRIPTION: Document review, data entry, financial modeling, financial planning recommendation development, meeting prep & follow-up

Designations

• Certified Financial Planner