Julian Pollard Sanderson

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

• 11/2009 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA
• 12/2014 → 06/2024
  Securities America, Inc.
  Suffolk, VA
• 12/2014 → 06/2024
  Securities America Advisors
  Suffolk, VA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Suffolk, VA

Previous Registrations

• 2014-12-16 → 2024-06-14
  Securities America Advisors, Inc.
  Suffolk, VA
• 2010-07-27 → 2014-11-06
  Hornor, Townsend & Kent, Llc
  Suffolk, VA
  Suffolk, VA
  Poquoson, VA
  Morrisville, NC
  Poquoson, VA
• 2009-05-07 → 2009-11-25
  Msi Financial Services, Inc.
  Poquoson, VA
  Virginia Beach, VA
• 2004-05-05 → 2009-01-05
  Valic Financial Advisors, Inc.
  North Chesterfield, VA
  Richmond, VA

Other Businesses

***INSURANCE SALES AGENT - INVESTMENT RELATED - START DATE: 11/2009 - LOCATED AT 9172 WIGNEIL ST, SUFFOLK VA 23433 DESCRIPTION: INSURANCE AGENT FOR SALE AND SERVICE OF PENN MUTUAL LIFE(PML) POLICIES, GENERALLY WHOLE LIFE, TERM, AND GPUL ***JULIAN P SANDERSON,JR POSITION: Receiipt of insurance renewal commissions NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1974 ADDRESS: 9172 WIGNEIL ST, Suffolk VA 23433 DESCRIPTION: Receipt of insurance renewal commissions only from cancer policies sold between c. 1974-1985; no sales or service work now.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-04
• S63 Uniform Securities Agent State Law Examination
  1997-08-20

Other Names

• Butch Sanderson
• Jules Sanderson
• Julian Pollard Sanderson
• Julian Pollard Sanderson Jr.