Irvine, CA Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
3
Of 7,832 advisors across 3,562 offices
Location
2040 Main Street, Suite 570
Irvine CA 92614
Advisors at this office
3
Advisors at this office
Thomas K
Series 66
Irvine, CA
OSAIC
Thomas Krebs is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Inc., Investacorp Inc., and Honda Financial Services. He is also involved with John Stokes Financial, where he provides administrative support. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.
Jake B
Series 66
Irvine, CA
OSAIC
Jake Boberg is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley. His background includes roles outside of finance, such as work at Diamond Hills Sports Club and Core Equipment Leasing LLC. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to manage portfolios across multiple asset classes.
John S
Series 63, Series 66
Irvine, CA
OSAIC
John Stokes is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Inc. Outside of his advisory role, he serves as CEO of John Stokes Financial, a company that conducts workshops for transitioning employees and provides leads to affiliated registered representatives. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm utilizes various portfolio construction tools and supports multiple advisory platforms and third-party solutions.
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