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Jacob Douglas Blondell

Osaic Wealth, Inc.

Pittsford, NY

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-11
NY RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
  • TX RA
    APPROVED_RES
    Since 2026-05-11
  • NY RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11

Branch Locations

65A Monroe Ave, Pittsford, NY 14534 • 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
Irondequoit Country Club Rochester NY 05/2016 08/2017
Coastal Carolina University Conway SC 08/2015 05/2019
Cadaret, Grant & Co., Inc. Syracuse NY 05/2018 07/2018
Fingerlakes Investment Corp. Pittsford NY 05/2017 08/2017
Citizens Bank Rochester NY 05/2019 08/2019
Citizens Securities, Inc. Rochester NY 06/2019 12/2019
Citizens Bank Penfield NY 08/2019 12/2019
Cadaret, Grant & Co. Inc. Syracuse NY 07/2017 05/2019
Capital Strategy Group Ltd Syracuse NY 05/2018 07/2018
Jp Morgan Securities Llc Williamson NY 01/2020 01/2021
Jpmorgan Chase Bank, N.A. Williamson NY 01/2020 01/2021
American Portfolios Financial Services, Inc. Pittsford NY 01/2021 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 05/2016 → 08/2017
    Irondequoit Country Club
    Rochester, NY
  • 08/2015 → 05/2019
    Coastal Carolina University
    Conway, SC
  • 05/2018 → 07/2018
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
  • 05/2017 → 08/2017
    Fingerlakes Investment Corp.
    Pittsford, NY
  • 05/2019 → 08/2019
    Citizens Bank
    Rochester, NY
  • 06/2019 → 12/2019
    Citizens Securities, Inc.
    Rochester, NY
  • 08/2019 → 12/2019
    Citizens Bank
    Penfield, NY
  • 07/2017 → 05/2019
    Cadaret, Grant & Co. Inc.
    Syracuse, NY
  • 05/2018 → 07/2018
    Capital Strategy Group Ltd
    Syracuse, NY
  • 01/2020 → 01/2021
    Jp Morgan Securities Llc
    Williamson, NY
  • 01/2020 → 01/2021
    Jpmorgan Chase Bank, N.A.
    Williamson, NY
  • 01/2021 → 10/2024
    American Portfolios Financial Services, Inc.
    Pittsford, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2022-02-08 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. FINGER LAKES INVESTMENTS CORP POSITION: Insurance Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 65A Monroe Ave, Pittsford NY 14534, United States DESCRIPTION: insurance sales 2. FINGER LAKES INVESTMENTS CORP. POSITION: President NATURE: S corp, DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2026 ADDRESS: 65A Monroe Avenue, Pittsford NY 14534, United States DESCRIPTION: Wealth Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-01
S63 Uniform Securities Agent State Law Examination 2019-07-01
  • S66 Uniform Combined State Law Examination
    2022-02-01
  • S63 Uniform Securities Agent State Law Examination
    2019-07-01
Other Names
  • Jacob Douglas Blondell
  • Jacob Blondell

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