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Jack Richard Najarian

Osaic Wealth, Inc.

West Newton, MA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-29
TX RA APPROVED 2024-11-13
MA RA APPROVED 2024-03-13
  • FL RA
    APPROVED
    Since 2025-01-29
  • TX RA
    APPROVED
    Since 2024-11-13
  • MA RA
    APPROVED
    Since 2024-03-13

Branch Locations

432 Cherry Street, West Newton, MA 02465 • 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
First Republic Investment Management, Inc New York NY 02/2020 08/2023
First Republic Securities Company, Llc New York NY 05/2020 08/2023
Unemployed New York NY 10/2019 01/2020
Unemployed Needham MA 06/2019 09/2019
Studying, Northeastern University Boston MA 09/2015 05/2019
Gold Athletics Marshfield MA 01/2015 08/2018
Eaton Vance Boston MA 01/2018 04/2019
Mfs Investment Management Boston MA 01/2017 06/2017
J.P. Morgan Securities Llc New York NY 09/2023 11/2023
Osaic Wealth, Inc. West Newton MA 02/2024 Present
Unemployed New York NY 12/2023 01/2024
  • 02/2020 → 08/2023
    First Republic Investment Management, Inc
    New York, NY
  • 05/2020 → 08/2023
    First Republic Securities Company, Llc
    New York, NY
  • 10/2019 → 01/2020
    Unemployed
    New York, NY
  • 06/2019 → 09/2019
    Unemployed
    Needham, MA
  • 09/2015 → 05/2019
    Studying, Northeastern University
    Boston, MA
  • 01/2015 → 08/2018
    Gold Athletics
    Marshfield, MA
  • 01/2018 → 04/2019
    Eaton Vance
    Boston, MA
  • 01/2017 → 06/2017
    Mfs Investment Management
    Boston, MA
  • 09/2023 → 11/2023
    J.P. Morgan Securities Llc
    New York, NY
  • 02/2024 → Present
    Osaic Wealth, Inc.
    West Newton, MA
  • 12/2023 → 01/2024
    Unemployed
    New York, NY
Previous Registrations
  • 2022-11-18 → 2023-11-13
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-18
S63 Uniform Securities Agent State Law Examination 2019-07-26
  • S65 Uniform Investment Adviser Law Examination
    2022-11-18
  • S63 Uniform Securities Agent State Law Examination
    2019-07-26
Designations
Other Names
  • Jack Najarian
  • Jack Richard Najarian

View on SEC IAPD

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PERPETUAL FINANCIAL
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RIGHTHAND CAPITAL, LLC
INTEGRATED ADVISORS NETWORK LLC
CETERA INVESTMENT ADVISERS LLC
ONEAMERICA SECURITIES, INC.

Other Investors

GARY JAMES NAJARIAN
THOMAS GERARD SNOW
Michael Kautz
MARK BERNARD LUBLIN
RICHARD EDWARD PALUMBO
THOMAS VINCENT ALESSI
JOHN PAUL ORTHMAN
GARY ABBOTT DOODLESACK

Other Offices

EASTWARD CAPITAL PARTNERS, LLC · WEST NEWTON, MA
PERPETUAL FINANCIAL · WEST NEWTON, MA
CAPSHIFT ADVISORS · WEST NEWTON, MA
BARCA CAPITAL, LLC · WEST NEWTON, MA
RIGHTHAND CAPITAL, LLC · WEST NEWTON, MA
INTEGRATED ADVISORS NETWORK LLC · West Newtown, MA
CETERA INVESTMENT ADVISERS LLC · WEST NEWTON, MA
ONEAMERICA SECURITIES, INC. · NEWTON, MA

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