Jacob William Aguilera

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-09

CA RA
APPROVED

Since 2025-05-09

Branch Locations

19782 Macarthur Blvd Suite 270, Irvine, CA 92612 • 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

Organization	City	State	From	To
Viasat Inc.	Carlsbad	CA	01/2021	03/2025
Enterprise Holdings	Thousand Oaks	CA	05/2019	08/2019
Cal Lutheran University	Thousand Oaks	CA	08/2016	05/2020
Northwestern Mutual	Woodland Hills	CA	01/2018	06/2018
Advanced Financial Solutions	Vista	CA	06/2018	08/2018
Osaic Wealth, Inc	Irvine	CA	03/2025	Present
Unemployed	Thousand Oaks	CA	08/2018	05/2019
Unemployed	Carlsbad	CA	08/2019	01/2021

01/2021 → 03/2025

Viasat Inc.

Carlsbad, CA
05/2019 → 08/2019

Enterprise Holdings

Thousand Oaks, CA
08/2016 → 05/2020

Cal Lutheran University

Thousand Oaks, CA
01/2018 → 06/2018

Northwestern Mutual

Woodland Hills, CA
06/2018 → 08/2018

Advanced Financial Solutions

Vista, CA
03/2025 → Present

Osaic Wealth, Inc

Irvine, CA
08/2018 → 05/2019

Unemployed

Thousand Oaks, CA
08/2019 → 01/2021

Unemployed

Carlsbad, CA

Other Businesses

1. LIFE PLANS FINANCIAL AND INSURANCE POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/12/2025 ADDRESS: 19782 MacArthur Blvd, Ste 270, Irvine CA 92612, United States DESCRIPTION: Financial Advising

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-08

S66 Uniform Combined State Law Examination

2025-05-08

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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