Jesse Ray Rankins

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1993 → 01/2025
  Lincoln Financial Advisors Corporation
  Gastonia, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Gastonia, NC

Previous Registrations

• 2010-09-24 → 2025-01-24
  Osaic Fa, Inc.
  Rochester Hills, MI
  Southfield, MI
  Southfield, MI
  Gastonia, NC

Other Businesses

1) JESSE RANKINS 2708 CYPRESS OAK LN GASTONIA, NC 28056 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SELL AND SERVICE DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 6/1/2021 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2) AETNA HEALTH INSURANCE 2708 CYPRESS OAK LN GASTONIA NC CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS COMMISSION-BASED GROUP BENEFITS, HEALTH INSURANCE START DATE: 07/2022 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 4

Exams

• S66 Uniform Combined State Law Examination
  2010-08-17
• S63 Uniform Securities Agent State Law Examination
  1988-11-23

Other Names

• Jesse R Rankins
• Jesse Rankins