Jason Fuchs, financial advisor Neptune Beach FL

Jason Fuchs

CRD Number: 5574526
Current Firm: Osaic Wealth, Inc.

Jason Fuchs (CRD# 5574526) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Neptune Beach, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Neptune Beach, FL Nov 2023 - Current < 1
Fsc Securities Corp Atlanta, GA Nov 2017 - Nov 2023 6
Wells Fargo Clearing Services, LLC Alexandria, VA Nov 2016 - Nov 2017 1
Wells Fargo Advisors LLC Roanoke, VA May 2009 - Nov 2016 7
Wachovia Bank, N.a. Charlotte, NC Aug 2008 - Nov 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason H. Fuchs
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • GA
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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