Jennifer Lane

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

• 09/2008 → 05/2022
  Raymond James & Associates
  St Petersburg, FL
• 12/2018 → 05/2022
  Raymond James Financial Services
  St Petersburg, FL
• 05/2022 → Present
  Triad Advisor, Llc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-07-22 → 2024-08-23
  Triad Advisors Llc
  Clearwater, FL
  Atlanta, GA
• 2020-01-14 → 2022-05-26
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Clearwater, FL

Other Businesses

POA POSITION: POA NATURE: POA for brother-in-law INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 446 Timber Leaf Dr, Sylva NC 28779, United States DESCRIPTION: POA for brother-in-law

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-20
• S63 Uniform Securities Agent State Law Examination
  2013-01-12

Other Names

• Jennifer Lynne Doyle
• Jennifer Lynn Doyle
• Jennifer Lynn Lane
• Jennifer Lynn Doyle