Jason Michael Hallmark
Financial advisor at Osaic Wealth, Inc. · Beavercreek, OH
Last updated 2026-10-10
Claim your profileJason Michael Hallmark is a financial advisor at Osaic Wealth, Inc. in Beavercreek, OH, CRD 5518655. Licenses and exams on the registration: Series 63, Series 65. First registered 2012-05-29.
Registration
- CRD number
- 5518655
- Registration status
- Active
- First registered
- 2012-05-29
- Years of experience
- 18
- States registered
- OH
Licenses and exams
- Series 63
- Series 65
Designations
- Certified Financial Planner
Work history
- 2008-04 to 2018-12 · Northwestern Mutual Life Insurance Company · Milwaukee, WI
- 2008-07 to 2018-12 · Northwestern Mutual Investment Services LLC · Beavercreek, OH
- 2016-01 to 2018-12 · Northwestern Mutual Wealth Management Company · Milwaukee, WI
- 2018-12 to 2024-06 · Securities America, Inc. · Xenia, OH
- 2018-12 to 2024-06 · Securities America Advisors · Xenia, OH
- 2024-06 to Present · Osaic Wealth, Inc. · Beavercreek, OH
Current employment
- Osaic Wealth, Inc. · Scottsdale, AZ
Osaic Wealth, Inc.
- Regulatory AUM
- $234,858,518,740
- Registered advisors
- 8,060
- Offices
- 4,720
- Clients per advisor
- 71.4 (Moderate)
- Average AUM per client
- $408.1K (Low)
- High-net-worth client ratio
- 9.6% (Low)
Osaic Wealth, Inc.: advisors, services and reported ETF investments
What this firm offers
Filed by Osaic Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
4031 Colonel Glenn Hwy, Ste 151, Beavercreek, OH 45431
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
Are you Jason Michael Hallmark?
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