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Jonathan Dewey

Investment Adviser Representative at OSAIC INSTITUTIONS, INC.

Grand Rapids, MICRD #2910406Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/12/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 8/12/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/3/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/24/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Institutions, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC INSTITUTIONS, INC.Current
6/14/2026Grand Rapids, MI
THE HUNTINGTON INVESTMENT COMPANY
10/14/202111/23/2022Holland, MI
CETERA INVESTMENT SERVICES LLC
3/1/201610/13/2021Grand Rapids, MI
INFINEX INVESTMENTS, INC.
5/16/201112/31/2015Grand Rapids, MI
FIFTH THIRD SECURITIES, INC.
1/6/20114/28/2011Grand Rapids, MI
FIFTH THIRD SECURITIES, INC.
2/23/20053/23/2009Grand Rapids, MI
BANC ONE SECURITIES CORPORATION
6/19/20032/16/2005Chicago, IL
MML INVESTORS SERVICES, INC.
7/25/20027/2/2003Springfield, MA
THE HUNTINGTON INVESTMENT COMPANY
10/20/19983/26/1999Columbus, OH

Official records & sources

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

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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. Jonathan Dewey 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.

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