Jake A Boberg

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

• 06/2024 → 07/2025
  Morgan Stanley
  Long Beach, CA
• 11/2018 → 01/2023
  Core Equipment Leasing Llc
  Antioch, CA
• 08/2020 → 05/2024
  California State University, Long Beach
  Long Beach, CA
• 05/2018 → 09/2019
  Diamond Hills Sports Club
  Oakley, CA
• 08/2016 → 06/2020
  Liberty High School
  Brentwood, CA
• 07/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 2025-03-01 → 2025-07-29
  Morgan Stanley
  Long Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-02-28