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RIA / WealthAdvisor11 years in industry

JASON MICHAEL POSCHINGER

Advisor at 4WEALTH ADVISORS, INC.

BURR RIDGE, IL | INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:8eb5f7e6-4cb4-a39e-4994-5577b2c1253c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 10, 2016 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: 4WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 10, 2015
First registration: May 10, 2016
Dual registered: no
Other names: JASON MICHAEL POSCHINGER|JASON POSCHINGER
IAPD individual key: 6450544

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
4WEALTH ADVISORS, INC.	Independent wealth	Jan 7, 2026	n/a	yes	BURR RIDGE, IL\|INDIANAPOLIS, IN	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Aug 7, 2023	Apr 25, 2024	no	INDIANAPOLIS, IN	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Nov 8, 2021	Aug 14, 2023	no	INDIANAPOLIS, IN\|Indianapolis, IN	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Oct 26, 2017	Nov 17, 2021	no	INDIANAPOLIS, IN	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	May 10, 2016	Sep 22, 2017	no	CARMEL, IN	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	4WEALTH ADVISORS, INC.	Apr 25, 2024	Jan 7, 2026	622	Firm change after gap	Ibd to RIA
PRUCO SECURITIES, LLC	CETERA INVESTMENT ADVISERS LLC	Aug 14, 2023	Aug 7, 2023	-7	Firm change	Ibd to ibd
ONEAMERICA SECURITIES, INC.	PRUCO SECURITIES, LLC	Nov 17, 2021	Nov 8, 2021	-9	Firm change	Ibd to ibd
CETERA ADVISORS LLC	ONEAMERICA SECURITIES, INC.	Sep 22, 2017	Oct 26, 2017	34	Firm change	Other

Relationships

Registered with (5)

→ 4WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Aug 7, 2023 to Apr 25, 2024factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Nov 8, 2021 to Aug 14, 2023factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Oct 26, 2017 to Nov 17, 2021factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
May 10, 2016 to Sep 22, 2017factForm ADV

Dated events

Occurred
Apr 25, 2024
Advisor changed firm
Jason Michael Poschinger left Cetera Investment Advisers Llc for 4Wealth Advisors, Inc. (registered 2026-01-07)
Form ADVobserved 5 days ago
Occurred
Aug 14, 2023
Advisor changed firm
Jason Michael Poschinger left Pruco Securities, Llc for Cetera Investment Advisers Llc (registered 2023-08-07)
Form ADVobserved 5 days ago