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Price, Jamie

Chief Executive Officer

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Luminaries 2026

Broker-Dealers - More Than 1000 Advisors

Luminaries 2026 Impact Statement

CEO Jamie Price has led Osaic through a period of transformational growth and innovation, culminating in the successful completion of the firm’s Journey to One initiative — one of the most significant integration efforts in the wealth management industry. Under his leadership, Osaic unified 11 legacy firms into a single operating platform, creating a more streamlined and scalable organization serving more than 10,000 advisors, 2,500 employees and more than $700 billion in client assets. Price’s leadership extended beyond operational transformation. He championed a communication-first approach that included more than 600 advisor training sessions, helping maintain advisor confidence and continuity throughout the integration process. He also continued to expand Osaic’s capabilities through the acquisition of CW Advisors and strategic partnerships with firms including Zocks, Carefull and Wealth.com