Jon Mark Massey

Financial advisor at Osaic Wealth, Inc.

Last updated 2026-10-10

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Jon Mark Massey is a financial advisor at Osaic Wealth, Inc., CRD 1135340. Licenses and exams on the registration: Series 63. IAPD registration began 2006-01-17.

Registration

CRD number
1135340
Registration status
Active
IAPD registration
2006-01-17
Industry Experience
20 years
Work Experience
10 years
States registered
CA, TX

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Consultant

Work history

  • 2016-01 to 2025-07 · Lpl Financial, LLC · Corona, CA
  • 2016-01 to 2016-11 · Wealthplan Partners · Omaha, NE
  • 2016-10 to Present · Mariner Independent Advisor Network, LLC · Corona, CA
  • 2025-07 to Present · Osaic Wealth, Inc · Corona, CA

Current employment

SEC IAPD record for Jon Mark Massey

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

About

Jon Mark Massey is a Chartered Financial Consultant financial advisor at Osaic Wealth, Inc.. Reported securities licenses include Series 63. The latest record indicates 20 years of industry experience and 10 years of reported work history. Reported roles include Mariner Independent Advisor Network, LLC, Lpl Financial, LLC, Wealthplan Partners.

SEC disclosures list additional business and community activities: 1) 08/10/2016: Providence Professional Insurance Services At Reported Business Location(s) - Insurance Agency - Position: President Nature: Providence Professional Insurance Services Is A Fictitious Business Name Owned By Plan With Providence: administrative support and account servicing.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

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

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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