Windsor Heights, IA Office

Joseph Tursi Jr. is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Inc. and Principal Securities. He is also a registered representative and employee of Bankers Trust. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes.

Jason Egge is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Banker's Trust. Outside of his advisory work, Egge volunteers with organizations including Greater Des Moines Habitat for Humanity, Meals from the Heartland, and serves as vice-president and board member of the Theodore Roosevelt High School Foundation. OSAIC Wealth, Inc. serves a diverse client base comprising retail and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of asset classes.