Jason Peplinski (CRD# 4234120) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lincoln, NE and has over 16 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Lincoln, NE | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Lincoln, NE | Nov 2016 - Sep 2023 | 6 |
| Investacorp Advisory Services | Miami Lakes, FL | Jan 2008 - Nov 2016 | 8 |
| Investacorp | Miami Lakes, FL | Oct 2007 - Nov 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
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- HI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
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