About us

With a history rich in growth and innovation, Osaic has always had one primary goal: to provide the support, expertise, and resources financial professionals need to make a difference in their clients' lives

Visionary

We have an incredible diversity within our executive leadership team led by our President and Chief Executive Officer, Jamie Price. Our leaders are transparent, accessible and committed to growth and doing the right thing.

Mission Driven

Our mission is to inspire and equip the hero in every financial professional and acknowledge their profound importance in people's lives.

Innovative

Born from a fusion of distinct firms, we have reinvented our business and are transforming our industry, which creates ample opportunity to think differently and make a genuine impact.

Growing

We serve a growing network of financial professionals across the nation, which creates many opportunities for you to grow a career, explore new areas of interest and even take on a leadership role.

Service-Focused

We are the "home office"that supports our customers by providing operational assistance, training and development, mentoring, business development, marketing, technology platforms and more.

Jamie Price, President and CEO

Our CEO, Jamie Price, was recently profiled on Real Assets Advisor. He shares his career story and personal lessons learned along the way.
Check it out.

Committed to Parity

Osaic has taken the Corporate ParityPledge, sponsored by Parity.org. With women already occupying 50 percent of our senior leadership positions, we are determined to continue growing our workforce diversity. This pledge adds to our Women Forward initiatives, which include a mentorship program; a podcast series created by women and for women; an annual women's conference; and a partnership with The W Source, a nationwide networking organization for female professionals.