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Detailed Report
JARED MITCHELL SCHWARZ
JARED MITCHELL SCHWARTZ
CRD#: 4862149
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 12 ELLIOTT AVE
BRYN MAWR, PA 19010
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2011 - 2024 (12 years)2 FIRMS2024 - Present (1 year)BLINCOLN INVESTMENT (CRD# 519)2005 - 2011 (6 years)BFIRST INVESTORS CORPORATION (CRD# 305)2004 - 2005 (<1 year)
License(s)

State Registrations

B
California 1/19/2024
B
Pennsylvania 1/19/2024
B
Colorado 9/9/2024
IA
Pennsylvania 1/19/2024
B
Connecticut 1/19/2024
B
Texas 1/19/2024
B
Florida 1/19/2024
B
Utah 1/19/2024
B
New York 1/19/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
12 ELLIOTT AVE, BRYN MAWR, PA 19010
Registered with this firm since 1/19/2024
B
OSAIC WEALTH, INC. (CRD#:23131)
12 ELLIOTT AVE, BRYN MAWR, PA 19010
Registered with this firm since 1/19/2024
Previous Registration(s)
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IA
 03/22/2011 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) BRYN MAWR, PA
B
 03/04/2011 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) BRYN MAWR, PA
B
 02/02/2005 - 03/04/2011 LINCOLN INVESTMENT (CRD#:519) JENKINTOWN, PA
B
 11/05/2004 - 01/03/2005 FIRST INVESTORS CORPORATION (CRD#:305) EDISON, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.