Jason Wayne Birdwell

Employer firm

Main Street Financial Solutions, LLC CRD 305834

$2.51B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2004 → 10/2023
  Jason Birdwell
  Clarksboro, NJ
• 04/2011 → 04/2017
  H.D. Vest Investment Services
  Collingswood, NJ
• 04/2011 → 04/2017
  Renzi, Bernardi, Suarez & Co.
  Collingswood, NJ
• 04/2011 → 04/2017
  H.D. Vest Insurance Agency, Inc.
  Collingswood, NJ
• 01/2014 → 04/2017
  Hd Vest Advisory Services
  Westmont, NJ
• 04/2017 → 09/2023
  Sagepoint Financial, Inc.
  West Deptford, NJ
• 09/2023 → 11/2023
  Osaic Wealth, Inc.
  Deptford, NJ
• 01/2024 → Present
  Main Street Financial Solutions, Llc.
  Newtown, PA

Previous Registrations

• 2023-09-01 → 2023-11-03
  Osaic Wealth, Inc.
  Deptford, NJ
• 2017-09-05 → 2023-09-01
  Osaic Services, Inc.
  Deptford, NJ
• 2002-07-29 → 2008-12-09
  Mml Investors Services, Llc
  Cherry Hill, NJ
  Marlton, NJ
  Westmont, NJ
  Marlton, NJ
  Cherry Hill, NJ
  Haddon Township, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-31
• S63 Uniform Securities Agent State Law Examination
  1999-08-24