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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)49 years in industry

JASPER CARL SCHANNA

Advisor at OSAIC WEALTH, INC.

LAGUNA NIGUEL, CA

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Search this name across graphsid dfx:ria:7239423d-98b5-4b62-e11f-8d17c05b4536

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Nov 7, 2005 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: May 1, 1977earliest registration or exam on IAPD
Years in industry: 49derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 4
Designations: Chartered Financial Consultant
Exams: S63
First exam: Mar 16, 1990
First registration: Nov 7, 2005
Dual registered: yes, broker-dealer
Other names: JEFF SCHANNA|JEFF C SCHANNA
IAPD individual key: 1616434

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	LAGUNA NIGUEL, CA	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Aug 21, 2015	Sep 1, 2023	no	LAGUNA NIGUEL, CA\|LAGUNA NIGUEL, CA\|FOREST LAKE, MN	Previous registration
FINTEGRA, LLC	Former SEC adviser	May 29, 2014	Aug 19, 2015	no	SAN JUAN CAPISTRANO, CA\|SAN DIEGO, CA\|Laguna Niguel, CA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Nov 16, 2009	Feb 26, 2014	no	MINNEAPOLIS, MN	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Apr 6, 2009	Nov 13, 2009	no	WINDSOR, CT\|LAGUNA NIGUEL, CA\|MT PLEASANT, SC	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2008	Mar 12, 2009	no	LAGUNA NIGUEL, CA	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Nov 7, 2005	Oct 31, 2008	no	HOUSTON, TX\|LAGUNA NIGUEL, CA\|LAGUNA NIGUEL, CA	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
FINTEGRA, LLC	SAGEPOINT FINANCIAL, INC.	Aug 19, 2015	Aug 21, 2015	2	Firm change	Other
QUESTAR ASSET MANAGEMENT, INC.	FINTEGRA, LLC	Feb 26, 2014	May 29, 2014	92	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	QUESTAR ASSET MANAGEMENT, INC.	Nov 13, 2009	Nov 16, 2009	3	Firm change	Other
SAGEPOINT FINANCIAL, INC.	VOYA FINANCIAL ADVISORS, INC.	Mar 12, 2009	Apr 6, 2009	25	Firm change	Other
AMERICAN GENERAL SECURITIES INCORPORATED	SAGEPOINT FINANCIAL, INC.	Oct 31, 2008	Oct 31, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
16741:133763:CA:2015-08-19	Aug 19, 2015	Aug 21, 2015	LAGUNA NIGUEL, CA	Firm change

Relationships

Registered with (6)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Sep 1, 2023 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Aug 21, 2015 to Sep 1, 2023factForm ADV
→ FINTEGRA, LLCRegistered adviserregistration: previous registration
May 29, 2014 to Aug 19, 2015factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 16, 2009 to Feb 26, 2014factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Apr 6, 2009 to Nov 13, 2009factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Nov 7, 2005 to Oct 31, 2008factForm ADV

Dated events

No dated event names this entity yet.