Jason Osmer (CRD# 4234371) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 22 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5336896
Cetera Investment Advisers LLC
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch | Jersey City, NJ | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- NJ
-
Total Assets Under Management691,908MILLIONS
-
Total Number of Accounts1,840,565ACCOUNTS
-
Average Account Value$375,922
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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