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Jonathan Avis

Osaic Wealth, Inc.

Boston, MA

Boston, MA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-24
  • MA RA
    APPROVED
    Since 2026-08-24

Branch Locations

175 Federal Street Suite 1050, Boston, MA 02110 • United States

Boston, MA • 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
J.P. Morgan Securities Llc Boston MA 08/2023 Present
Jpmorgan Chase Bank, N.A. Boston MA 08/2023 Present
Pkl Boston MA 09/2022 Present
Symmetry Financial Group Boston MA 11/2022 07/2023
Geico Insurance Braintree MA 06/2022 09/2022
Steven Snow Llc Mashpee MA 05/2021 08/2022
New Seabury Inc Mashpee MA 05/2015 09/2019
Mashpee Neck Marina Mashpee MA 06/2021 08/2022
Talking Cursive Brewing Company Llc Syracuse NY 10/2020 11/2021
Unemployed Mashpee MA 10/2019 09/2020
Osaic Wealth Inc Boston MA 05/2026 Present
  • 08/2023 → Present
    J.P. Morgan Securities Llc
    Boston, MA
  • 08/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 09/2022 → Present
    Pkl
    Boston, MA
  • 11/2022 → 07/2023
    Symmetry Financial Group
    Boston, MA
  • 06/2022 → 09/2022
    Geico Insurance
    Braintree, MA
  • 05/2021 → 08/2022
    Steven Snow Llc
    Mashpee, MA
  • 05/2015 → 09/2019
    New Seabury Inc
    Mashpee, MA
  • 06/2021 → 08/2022
    Mashpee Neck Marina
    Mashpee, MA
  • 10/2020 → 11/2021
    Talking Cursive Brewing Company Llc
    Syracuse, NY
  • 10/2019 → 09/2020
    Unemployed
    Mashpee, MA
  • 05/2026 → Present
    Osaic Wealth Inc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-14
S63 Uniform Securities Agent State Law Examination 2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2026-08-14
  • S63 Uniform Securities Agent State Law Examination
    2023-10-19
Other Names
  • Jonathan Kyle Avis

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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