Jonathan Todd Pace

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:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2026-01-23
FL	RA	APPROVED	2026-01-15
GA	RA	APPROVED	2026-01-15
IN	RA	APPROVED	2026-01-15
KY	RA	APPROVED	2026-01-15
OK	RA	APPROVED	2026-01-15
AL	RA	APPROVED	2026-01-14
NY	RA	APPROVED	2026-01-14
NC	RA	APPROVED	2024-01-19
TX	RA	APPROVED	2024-01-19

MS RA
APPROVED

Since 2026-01-23
FL RA
APPROVED

Since 2026-01-15
GA RA
APPROVED

Since 2026-01-15
IN RA
APPROVED

Since 2026-01-15
KY RA
APPROVED

Since 2026-01-15
OK RA
APPROVED

Since 2026-01-15
AL RA
APPROVED

Since 2026-01-14
NY RA
APPROVED

Since 2026-01-14
NC RA
APPROVED

Since 2024-01-19
TX RA
APPROVED

Since 2024-01-19

Branch Locations

3721 S. Stonebridge Drive Suite 802, Mckinney, TX 75070 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Farmers Insurance Group	Longview	TX	04/1990	Present
Pace Insurance Agency	Longview	TX	05/1990	Present
Pro-Integrity Securities, Inc.	Longview	TX	06/1999	Present
Osaic Wealth, Inc.	Mckinney	TX	01/2024	Present

04/1990 → Present

Farmers Insurance Group

Longview, TX
05/1990 → Present

Pace Insurance Agency

Longview, TX
06/1999 → Present

Pro-Integrity Securities, Inc.

Longview, TX
01/2024 → Present

Osaic Wealth, Inc.

Mckinney, TX

Previous Registrations

2017-07-18 → 2024-01-19

Woodbury Financial Services, Inc.

Coppell, TX

Prosper, TX

Destin, FL

Prosper, TX

Mckinney, TX

Canyon Lake, TX

Waco, TX

Dallas, TX

Other Businesses

1) AP INSURANCE SERVICES POSITION: Owner NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/11/2014 ADDRESS: 3721 S. Stonebridge Dr., Suite 802, McKinney TX 75070, United States DESCRIPTION: Marketing of fixed and variable insurance products to registered representatives. LLC is not marketed or advertised as DBA. Only used for tax and liability purposes. 2) ADVISOR BRIDGE, INC. POSITION: OWNER NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/19/2012 ADDRESS: 3721 S. Stonebridge Dr., SUITE 802, MCKINNEY TX 75070, United States DESCRIPTION: ADVISOR BRIDGE, INC IS A C-CORPCREATED FORTAX, LEGAL, AND LIABILITY PROTECTIONPURPOSES INCLUDING PAYROLL, BOOKKEEPING, AND WORKERS COMPENSATION.NAME IS NOT HELD OUT TO THE PUBLIC IN ANYWAY.This will also be used as marketing name for Independent RVP role through Osaic Wealth and for sale of securities products offered through Osaic Wealth.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-13
S63	Uniform Securities Agent State Law Examination	1996-08-30

S66 Uniform Combined State Law Examination

2017-07-13
S63 Uniform Securities Agent State Law Examination

1996-08-30

View on SEC IAPD