Jason Adam Harris

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

• 02/2016 → 02/2024
  Ameriprise Financial Services, Inc.
  Farmingdale, NY
• 02/2024 → Present
  Osaic Wealth, Inc.
  Hauppauge, NY

Previous Registrations

• 2016-03-01 → 2024-03-11
  Ameriprise Financial Services, Llc
  Hauppauge, NY
  Hauppauge, NY
• 2015-01-14 → 2016-03-14
  Investors Capital Corp.
  Lynnfield, MA
  Freeport, NY

Other Businesses

1. LATITUDE WEALTH ADVISORS POSITION: licensed broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/23/2024 ADDRESS: 1200 Veterans Memorial Highway, Suite 105, Hauppauge NY 11788, United States DESCRIPTION: I sell insurance as part of my comprehensive advice service offered to clients. 2. JORDYNSETH INC POSITION: owner NATURE: This is only used to account for expenses for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2018 ADDRESS: 39 Deepdale Dr, Commack NY 11725, United States DESCRIPTION: this entity does not conduct any business. It is solely used for expense reporting 3. HERO SPIRIT PROJECT POSITION: board member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2022 ADDRESS: 30 Dolly Dr, Commack NY 11725, United States DESCRIPTION: I am treasurer responsible for budget management as well as on the board of directors 4. LATITUDE 521 LLC POSITION: partner NATURE: We have purchased office space for Latitude Wealth Advisors and are currently completing construction. I anticipate moving in on 11/1/25. We will also have a separate suite which we will be landlords for. We have yet to list the offices for rent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 521 Hauppauge Rd, Suite 206, Hauppauge NY 11787, United States DESCRIPTION: I am a partner in the LLC which ownes the office space 5. STEADWISE WEALTH ADVISORS POSITION: licensed broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/23/2024 ADDRESS: 521 Hauppauge Rd, Suite 206, Hauppauge NY 11788, United States DESCRIPTION: I sell insurance as part of my comprehensive advice service offered to clients.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-25