RBC Capital Markets
46yrs
Top advisor by experience in Vienna
18yrs
Jason Wright
Financial advisor at Osaic Wealth
Based in Vienna, Virginia, Jason Wright is a fiduciary financial advisor with 18 years of industry experience. Jason joined Osaic Wealth in 2024, after six years at Woodbury Financial Services and three years at Capital One Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 618 advisors with offices in Vienna, and one of 595 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 56% of advisors in Vienna
Office8381 Old Courthouse Rd. Suite 160, Vienna, VA 22182
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2018 – 2024Woodbury Financial Services, Inc.Previously
- 2015 – 2018Capital One Advisors, LLCPreviously
- 2010 – 2015Capital One Financial Advisors LLCPreviously
- Feb 2009 – May 2010Chevy Chase Financial ServicesPreviously
- Jan 2009 – Feb 2009MerrillPreviously
Questions to ask Jason
Tailored to Jason’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jason
How do I contact Jason?
Call Osaic Wealth at (800) 821-5100 and ask for Jason Wright. Jason works from the Vienna, VA office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2009, about 18 years. More experience than 56% of advisors in Vienna.
What licenses does Jason hold?
Series 66. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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