Osaic CEO says going indie fueled his passion for advice

Jamie Price, who's the CEO of Osaic, one of the country’s largest firms, quotes his father's philosophy when it comes to financial planning.

“If you can do well by doing good, do it because work will be more fulfilling than a paycheck,” he says. “I always knew I wanted to help people and wealth management allowed me to do that. I love my job. I still wake up every morning before the alarm goes off because I can’t wait to go to work.”

Moving into the independent wealth management space was the first time in his entire career where Price felt like he was serving people who were being left behind and needed advice the most.

“Growing Osaic and being able to serve so many different advisors committed to their communities and helping the mass affluent clients meet their financial goals gave me the ability to help people and to serve in the way I’d always wanted,” Price wrote in a statement.

He credits the leadership team at the Arizona-based firm who’ve “had such tremendous growth. I’ve been able to witness the expansion of this team and work with truly remarkable leaders every day, so the growth of the firm has been an incredible experience for me.”

Attributing to Osaic’s growth is also the launch of Journey to One, where Osaic is consolidating the broker-dealers underneath them into one firm, a decision to “rebrand the company.”

Price’s extensive leadership and growth at Osaic is being recognized as an InvestmentNews Awards 2024 Excellence Awardee, with the winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.

His advice to future leaders is to take more risks and “stay true to your passion.”

“That will ultimately lead to happiness. The definition of success is not money, it’s waking up every day and loving what you do,” Price said.

For more details about the InvestmentNews Awards, including a list of all finalists and details of how to attend, follow this link.