Beverly Hills, CA Wilshire Blvd. Office

Jonathan Beck is a financial advisor with OSAIC in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with OSAIC since 2010 and also maintains a position with CPW Capital. Outside of his advisory roles, Beck serves as president of Crown Financial Partners LLC, which is involved in fixed insurance sales, and assists with operational oversight for a family real estate business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services across various asset classes and employs firm-provided tools for portfolio construction and management.

Ariel Fine is a financial advisor at OSAIC with a Series 66 designation and has 11 years of industry experience. Prior to joining Osaic Wealth Inc. in 2025, Fine worked at Cypress Capital Solutions from 2015 to 2026. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, utilizing various asset allocation tools and third-party platforms to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.