Deepa
Gibbons

Osaic Wealth, Inc

CRD#3037297
Investment Advisor
in Jersey City, NJ

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About this Advisor

Deepa Gibbons is a financial advisor based in Jersey City, New Jersey, working with Osaic Wealth, Inc. Deepa has previously held positions at Transamerica Financial Advisors, Inc, A.G. Morgan Financial Advisors, HSBC, Ibn Financial, Traderfield Securities, HSBC Technology USA, N.A, Osaic Wealth, Inc, World Financial Group, Inc, HSBC Bank USA, N.A, and HSBC Securities (USA) Inc. Deepa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Deepa is part of Osaic Wealth, Inc, which operates out of Jersey City, New Jersey. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 Exchange Place Suite 1410
Jersey City, NJ 07302

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Osaic Wealth, Inc Brokerage Details

Total Assets Under Management

$94,557,613,744

NJ Average: $1,555,372,352
Total Number of Employees

6,838

NJ Average: 37
Total Number of Accounts

437,201

NJ Average: 1,370
Average Account Size

$216,280

NJ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Deepa Gibbons Work History

2022 - Present (2 years)

Osaic Wealth, Inc

2022 - 2022 (< 1 year)

Transamerica Financial Advisors, Inc

2022 - 2022 (< 1 year)

World Financial Group, Inc

2021 - 2022 (1 year)

Ibn Financial

2020 - 2021 (1 year)

A.G. Morgan Financial Advisors

2020 - 2020 (< 1 year)

Traderfield Securities

2016 - 2019 (3 years)

Hsbc Securities (Usa) Inc

2014 - 2019 (5 years)

Hsbc

2014 - 2016 (2 years)

Hsbc Technology Usa, N.A

2014 - 2016 (2 years)

Hsbc Bank Usa, N.A

Disclosures

Please visit the SEC profile of Deepa Gibbons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Wealth, Inc

Mikal Ludolph
Waterloo, IA
James Cosgriff
Buffalo, NY
Austin Kemmerer
Effingham, IL
Zachary Mcqueen
Overland Park, KS
Phillip Laird
Lake Worth, FL
Thomas Wagaman
Mc Lean, VA
David Watercutter
Fort Wayne, IN
Karly Witte
Emporia, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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