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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

JONATHAN JAMES MACKO

Advisor at OSAIC WEALTH, INC.

Easley, SC | GREENVILLE, SC

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 5, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSAIC WEALTH, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 2, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 2, 2010
First registration: Jul 5, 2010
Dual registered: yes, broker-dealer
Other names: JONATHAN MACKO
IAPD individual key: 5789059

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 1, 2023	n/a	yes	Easley, SC\|GREENVILLE, SC	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jan 14, 2022	Sep 1, 2023	no	Spartanburg, SC\|SYRACUSE, NY\|VESTAL, NY\|Spartanburg, SC	Previous registration
MORGAN STANLEY	Wirehouse	May 15, 2013	Jan 27, 2022	no	BINGHAMTON, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 5, 2010	May 6, 2013	no	JOHNSON CITY, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEPOINT FINANCIAL, INC.	OSAIC WEALTH, INC.	Sep 1, 2023	Sep 1, 2023	0	Bulk transfer	Ibd to ibd
MORGAN STANLEY	SAGEPOINT FINANCIAL, INC.	Jan 27, 2022	Jan 14, 2022	-13	Firm change	Wirehouse to ibd
WELLS FARGO ADVISORS	MORGAN STANLEY	May 6, 2013	May 15, 2013	9	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Sep 1, 2023 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 14, 2022 to Sep 1, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 15, 2013 to Jan 27, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 5, 2010 to May 6, 2013factForm ADV

Dated events

Occurred
Jan 27, 2022
Advisor changed firm
Jonathan James Macko left Morgan Stanley for Sagepoint Financial, Inc. (registered 2022-01-14)
Form ADVobserved 6 days ago