DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

JASON LEE KRAMAR

Advisor at OSAIC WEALTH, INC.

Manitowoc, WI | DEFOREST, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:27dcc26b-de52-1bee-09c8-5dc5190a912e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2015 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: Nov 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 26, 2015
First registration: Mar 27, 2015
Dual registered: yes, broker-dealer
IAPD individual key: 6431221

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	Dec 19, 2023	n/a	yes	Manitowoc, WI\|DEFOREST, WI	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	Dec 26, 2023	no	DEFOREST, WI\|MANITOWOC, WI	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Sep 2, 2021	Jun 29, 2023	no	MANITOWOC, WI\|MADISON, WI\|DEFOREST, WI	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jul 5, 2019	Sep 14, 2021	no	WAUWATOSA, WI\|MADISON, WI	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Mar 27, 2015	Jun 19, 2019	no	De Forest, WI\|MADISON, WI	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
CETERA INVESTMENT ADVISERS LLC	OSAIC WEALTH, INC.	Dec 26, 2023	Dec 19, 2023	-7	Firm change	Ibd to ibd
CETERA ADVISOR NETWORKS LLC	CETERA INVESTMENT ADVISERS LLC	Jun 29, 2023	Jun 29, 2023	0	Bulk transfer	Ibd to ibd
PRUCO SECURITIES, LLC	CETERA ADVISOR NETWORKS LLC	Sep 14, 2021	Sep 2, 2021	-12	Firm change	Ibd to ibd
THRIVENT INVESTMENT MANAGEMENT INC.	PRUCO SECURITIES, LLC	Jun 19, 2019	Jul 5, 2019	16	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Dec 19, 2023 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 29, 2023 to Dec 26, 2023factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Sep 2, 2021 to Jun 29, 2023factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jul 5, 2019 to Sep 14, 2021factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Mar 27, 2015 to Jun 19, 2019factForm ADV

Dated events

Occurred
Dec 26, 2023
Advisor changed firm
Jason Lee Kramar left Cetera Investment Advisers Llc for Osaic Wealth, Inc. (registered 2023-12-19)
Form ADVobserved 4 days ago