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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

JASON WRIGHT

Advisor at OSAIC WEALTH, INC.

Bethesda, MD | OLNEY, MD | Vienna, VA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2009 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: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Jan 6, 2009
First registration: Jan 8, 2009
Dual registered: yes, broker-dealer
Other names: JASON T WRIGHT
IAPD individual key: 5601821

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	Jan 19, 2024	n/a	yes	Bethesda, MD\|OLNEY, MD\|Vienna, VA	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 11, 2018	Jan 19, 2024	no	Vienna, VA\|Bethesda, MD\|OLNEY, MD	Previous registration
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Jan 28, 2015	Jul 11, 2018	no	SEATTLE, WA\|Arlington, VA\|MCLEAN, VA	Previous registration
CAPITAL ONE FINANCIAL ADVISORS LLC	n/a	Apr 27, 2010	Jan 28, 2015	no	MELVILLE, NY	Previous registration
CHEVY CHASE FINANCIAL SERVICES	n/a	Feb 27, 2009	May 7, 2010	no	BETHESDA, MD\|BETHESDA, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 8, 2009	Feb 13, 2009	no	NORTH BETHESDA, MD	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
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
CAPITAL ONE ADVISORS, LLC	WOODBURY FINANCIAL SERVICES, INC.	Jul 11, 2018	Jul 11, 2018	0	Bulk transfer	Ibd to ibd
CAPITAL ONE FINANCIAL ADVISORS LLC	CAPITAL ONE ADVISORS, LLC	Jan 28, 2015	Jan 28, 2015	0	Bulk transfer	Other
CHEVY CHASE FINANCIAL SERVICES	CAPITAL ONE FINANCIAL ADVISORS LLC	May 7, 2010	Apr 27, 2010	-10	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHEVY CHASE FINANCIAL SERVICES	Feb 13, 2009	Feb 27, 2009	14	Firm change	Other

Relationships

Registered with (6)

→ OSAIC WEALTH, INC.Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 11, 2018 to Jan 19, 2024factForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 28, 2015 to Jul 11, 2018factForm ADV
→ CAPITAL ONE FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Apr 27, 2010 to Jan 28, 2015factForm ADV
→ CHEVY CHASE FINANCIAL SERVICESRegistered adviserregistration: previous registration
Feb 27, 2009 to May 7, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 8, 2009 to Feb 13, 2009factForm ADV

Dated events

No dated event names this entity yet.