Osaic Teams Up with PATH; Jackson Debuts Digital Platform
Osaic Partners with PATH, Innovative Wealth
Osaic, Inc., announced its affiliation with PATH Financial Partners, a new firm led by veteran advisor Jason Oestreicher, CFP.
With $125 million in assets under administration (AUA), the Fort Lauderdale-based firm specializes in serving employees of the Florida Retirement System (FRS), including educators, healthcare workers and municipal employees.
“This transition was more than a business decision – it was personal,” said Oestreicher. “I bought my childhood home from my father when he retired, and now I get to serve the same community I grew up in. After nearly 20 years at a legacy firm, I wanted to build something that puts people first, a firm that reflects who we are and who we serve. Osaic empowers us with a level of autonomy we didn’t have before.”
The PATH team says it selected Osaic for its advisor-first culture, planning-centric technology and ability to scale with long-term client needs. As part of its transition, PATH partnered with Marshall Lee Rosen, an OSJ [Office of Supervisory Jurisdiction] within Osaic.
The news comes at the same time as Osaic announced its majority investment in Innovative Wealth Team. The firm provides advisors nearing retirement with a succession planning process to ensure clients receive personalized, high-quality advice on their terms.
“This partnership exemplifies our commitment to investing in the future of wealth management by offering flexible, scalable solutions for advisors at every stage of their journey, while ensuring their clients are cared for across generations,” said Jamie Price, president and CEO of Osaic. “The Innovative Wealth Team enhances our supported independence model, helping advisors operate more efficiently, access capital, and eventually transition their practices smoothly.”
