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Jason M
ChFC®, Series 63, Series 65
Coplay, PA
OSAIC
Jason Monteagudo is a financial advisor at OSAIC with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors Inc. for ten years. Outside of his advisory role, he serves as a board member for Federation Cornhole and Federation Pennsylvania Cornhole, assisting with event organization and sponsorship decisions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various managed account programs and a complex affiliate network.
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