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Jeffrey Ronald Susskind

Osaic Wealth, Inc.

Livingston, NJ

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-11-02
  • NJ RA
    APPROVED
    Since 2018-11-02

Branch Locations

290 West Mount Pleasant Ave Suite 2300, Livingston, NJ 07039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jhfn Sii Roseland NJ 06/2010 11/2018
Royal Alliance Associates, Inc. Livingston NJ 11/2018 Present
  • 06/2010 → 11/2018
    Jhfn Sii
    Roseland, NJ
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Livingston, NJ
Previous Registrations
  • 2010-07-01 → 2018-11-02
    Signator Investors, Inc.
    Livingston, NJ
  • 2002-06-05 → 2010-06-01
    Summit Equities, Inc.
    Parsippany, NJ
    Florham Park, NJ
    Parsippany, NJ
  • 2002-06-13 → 2010-06-01
    Summit Financial Resources Inc
    Parsippany, NJ
Other Businesses

1. INSURANCE BROKER: HEALTH AND GROUP BENEFITS, JBN BENEFITS CONSULTANTS, LLC 290 W. MOUNT PLEASANT AVE LIVINGSTON, NJ 07039, HEALTH & GROUP BENEFITS. START OF RELATIONSHIP: JUN 1, 1989 , APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 40........ 2. INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI, VARIOUS CARRIERS 290 WEST MOUNT PLEASANT AVE SUITE 3100,LIVINGSTON, NJ 07039, INSURANCE BROKERAGE,AGENT, START OF RELATIONSHIP: JUL 1, 2010, APPROXIMATE # OF HOURS PER MONTH: 5-10, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 5-10....... 3. JBN BENEFITS CONSULTANTS LLC POSITION: President NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 06/01/1989 ADDRESS: 290 west mount pleasant ave, suite 2300, livingston NJ 07039, United States DESCRIPTION: Health/Life agent 4. ACORN FINANCIAL SERVICES POSITION: Financial Professional NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2011 ADDRESS: 290 West Mt Pleasant Ave, Livingston NJ 07039, United States DESCRIPTION: Financial Professional 5. JBN BENEFITS POSITION: Referral source NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2026 ADDRESS: JBN Benefits LLC, 290 W MOUNT PLEASANT AVE STE 3100, Livingston NJ 07039, United States DESCRIPTION: Referral of existing relationship to an HR firm for HR services. This does not involve any Osaic clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-10-12
  • S63 Uniform Securities Agent State Law Examination
    1990-10-12
Other Names
  • Jeffrey Ronald Susskind

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