Jeremiah Pizana (CRD# 6218079) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Marcos, TX and has over 8 years of experience in the finance industry.
CRD# 5872877
Orchard Financial
CRD# 5553208
Transce3nd LLC
CRD# 6235984
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Libertycrown Financial Planning LLC | San Marcos, TX | Jan 2019 - Current | 5 |
| Cfo Services | San Marcos, TX | Nov 2017 - Current | 6 |
| Royal Alliance Associates | San Marcos, TX | Jul 2017 - Current | 6 |
| Royal Alliance Associates | San Marcos, TX | Jul 2017 - Current | 6 |
| Libertycrown Financial | San Marcos, TX | Jun 2016 - Current | 7 |
| Integrated Financial Planning Center | Austin, TX | May 2021 - Feb 2022 | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jul 2016 - Jul 2017 | 1 |
| Cetera Investment Advisors | Schaumburg, IL | Jul 2016 - Jul 2017 | 1 |
| Mml Investors Services LLC | San Antonio, TX | Mar 2015 - Jun 2016 | 1 |
| Massmutual Life Insurance Co | San Antonio, TX | Oct 2014 - Jun 2016 | 1 |
| Ozona National Bank | San Marcos, TX | Sep 2012 - Oct 2014 | 2 |
| Planto Roe Financial Svcs Inc. | San Antonio, TX | Aug 2014 - Sep 2014 | < 1 |
| Securian Financial Service, Inc. | St Paul, MN | Aug 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
| S63 | Uniform Securities State Law Examination | May 2015 |
- TX
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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