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Jennifer Marie Fulop

Investment Adviser Representative at Osaic Wealth, Inc.

Maumee, OHCRD #6586838Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jennifer Marie Fulop is an investment adviser representative with Osaic Wealth, Inc. in Maumee, OH, where they have been registered since 2022, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Ohio.

Office

655 Beaver Creek Circle
Maumee, OH 43537

Advisors at this office: 52

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio
Broker:
1 state or territory

Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/15/2025
Series 7
General Securities Representative Examination
Passed 5/9/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/6/2022
SIE
Securities Industry Essentials Examination
Passed 5/7/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Osaic Wealth, Inc.Current
5/16/2025 – Maumee, OH
Osaic Wealth, Inc.Current
8/8/2022 – Toledo, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Osaic Wealth, Inc.
    Jul 2022 – no end date reportedMaumee, OH
  2. SES Financial
    Feb 2017 – Jul 2026Maumee, OH
  3. Toledo Public Schools
    Feb 2016 – Mar 2022Toledo, OH
  4. YMCA of Greater Toledo
    Aug 2016 – no end date reportedPerrysburg, OH
  5. Paparazzi Accessories
    Nov 2018 – Nov 2021Toledo, OH
  6. Jennifer Fulop- Notary
    Feb 2022 – no end date reportedToledo, OH
  7. Savage & Associates Inc
    Jul 2026 – no end date reportedMaumee, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Osaic Wealth, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$5,500 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Personal FinanceClient RelationshipsFinancial PlanningRisk Tolerance

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8,271
Offices listed on AdvisorFinder:
26
Main office:
Scottsdale, AZ
SEC file number:
801-54859

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 29, 2026

View full firm profile

Other advisors at Osaic Wealth, Inc.

Showing 12 of 8,271 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jennifer Marie Fulop has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jennifer Marie Fulop (Osaic Wealth) - Fees & Credentials