DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

JASON STEPHEN MORROW

Advisor at OSAIC WEALTH, INC.

ALLENTOWN, PA

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:51a2a07d-002a-5b14-420f-a77ba6482b9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 9, 2008 to Sep 14, 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: Feb 25, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Feb 25, 2002
First registration: Jun 9, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 4132163

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	Mar 6, 2025	n/a	yes	ALLENTOWN, PA	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jan 6, 2015	Mar 6, 2025	no	BETHLEHEM, PA\|SAN DIEGO, CA\|Bethlehem, PA\|Easton, PA\|Bethlehem, PA\|Allentown, PA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Aug 25, 2011	Jan 2, 2015	no	WAYNE, PA\|DEVON, PA\|BLUE BELL, PA\|BLUE BELL, PA\|ALDAN, PA\|FOLSOM, PA\|NORTH WALES, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 4, 2010	Aug 15, 2011	no	FORT MILL, SC\|EMMAUS, PA\|ALLENTOWN, PA\|TREXLERTOWN, PA	Previous registration
CETERA INVESTMENT SERVICES LLC	Former SEC adviser	Jun 9, 2008	May 5, 2010	no	ALLENTOWN, PA\|EMMAUS, PA\|EMMAUS, PA\|MALVERN, PA	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
CUSO FINANCIAL SERVICES, L.P.	OSAIC WEALTH, INC.	Mar 6, 2025	Mar 6, 2025	0	Firm change	Ibd to ibd
CITIZENS SECURITIES, INC.	CUSO FINANCIAL SERVICES, L.P.	Jan 2, 2015	Jan 6, 2015	4	Firm change	Other
LPL FINANCIAL LLC	CITIZENS SECURITIES, INC.	Aug 15, 2011	Aug 25, 2011	10	Firm change	Other
CETERA INVESTMENT SERVICES LLC	LPL FINANCIAL LLC	May 5, 2010	May 4, 2010	-1	Firm change	Other

Relationships

Registered with (5)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jan 6, 2015 to Mar 6, 2025factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Aug 25, 2011 to Jan 2, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 4, 2010 to Aug 15, 2011factForm ADV
→ CETERA INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Jun 9, 2008 to May 5, 2010factForm ADV

Dated events

Occurred
Mar 6, 2025
Advisor changed firm
Jason Stephen Morrow left Cuso Financial Services, L.P. for Osaic Wealth, Inc. (registered 2025-03-06)
Form ADVobserved 6 days ago