Jacob F Steinmann

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

• 06/2017 → 11/2018
  Sii
  Livingston, NJ
• 04/2006 → Present
  Steinmann Enterprises Inc.
  Yorktown Heights, NY
• 08/2001 → 02/2017
  Coilpod Llc
  Yorktown Heights, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2018-03-28 → 2018-11-02
  Signator Investors, Inc.
  Livingston, NJ
  New York, NY
  Livingston, NJ

Other Businesses

1. Silent Partner in Manufacturer/Distributor of refrigeration cleaning supplies, Coilpod LLC 2712 Gomer St Yorktown, NY 10598, 8/1/2014, 0 hrs mo, 0 trading hrs.......... 2. ACORN FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 11/28/2017 ADDRESS: 290 West Mount Pleasant Ave., Suite 2300, Livingston NJ 07039, United States DESCRIPTION: Financial Advisor/ Insurance Producer 3. JACOB STEINMANN INSURANCE BROKERAGE POSITION: Agent/Broker NATURE: Sole Proprietorship, Insurance agent/Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/28/2017 ADDRESS: 290 West Mount Pleasant Ave., Suite 2300, Livingston NJ 07039, United States DESCRIPTION: Health and Group Benefits broker through various carriers. Insurance Broker: Life, Annuities, LTC through various carriers

Exams

• S66 Uniform Combined State Law Examination
  2018-03-23

Other Names

• Jacob F Steinman